This licence authorises the licensee to carry on a financial services business to:
provide financial product advice for the following classes of financial products:
deposit and payment products including:
basic deposit products;
deposit products other than basic deposit products; and
non-cash payment products;
debentures, stocks or bonds issued or proposed to be issued by a government;
life products including:
investment life insurance products as well as any products issued by a Registered Life Insurance Company that are backed by one or more of its statutory funds; and
life risk insurance products as well as any products issued by a Registered Life Insurance Company that are backed by one or more of its statutory funds;
interests in managed investment schemes including:
investor directed portfolio services;
retirement savings accounts ("RSA") products (within the meaning of the Retirement Savings Account Act 1997);
securities;
standard margin lending facility; and
superannuation; and
deal in a financial product by:
applying for, acquiring, varying or disposing of a financial product on behalf of another person in respect of the following classes of products:
deposit and payment products including:
basic deposit products;
deposit products other than basic deposit products; and
non-cash payment products;
debentures, stocks or bonds issued or proposed to be issued by a government;
life products including:
investment life insurance products as well as any products issued by a Registered Life Insurance Company that are backed by one or more of its statutory funds; and
life risk insurance products as well as any products issued by a Registered Life Insurance Company that are backed by one or more of its statutory funds;
interests in managed investment schemes including:
investor directed portfolio services;
retirement savings accounts ("RSA") products (within the meaning of the Retirement Savings Account Act 1997);
securities;
standard margin lending facility; and
superannuation;
to retail and wholesale clients.
| Name | First provided advice | Qualification and trainings |
|---|---|---|
| Aaron Levi Whitehead | 2010 | Accredited Listed Product Adviser Program - Kaplan Professional ~ Bachelor of Commerce - Deakin University ~ Self Managed Superannuation Funds - Kaplan Professional |
| Aaron Speelman | 2007 | Accredited Listed Product Adviser Program - Kaplan Professional ~ Advanced Diploma of Financial Services (Financial Planning) - Kaplan Professional ~ Diploma of Financial Services (Financial Planning) - Tribeca ~ Master of Commerce (Financial Planning) - University of Western Sydney ~ Tier 1 Margin Lending Personal Advice - Kaplan Professional |
| Aaron Zelman | 2004 | Bachelor of Arts - Monash University ~ Bachelor of Business (Management) - Monash University ~ Certified Financial Planner (CFP) - Financial Planning Association of Australia (FPA) ~ Master of Financial Planning - RMIT University |
| Abolade Afisu Akamo | 2006 | Advanced Diploma of Financial Service (Financial Planning) - Mentor Education ~ Ethics and Professionalism in Financial Advice - Kaplan Professional ~ Graduate Diploma of Applied Finance - Kaplan Professional ~ Margin Lending and Geared Investments - Kaplan Professional ~ Self Managed Superannuation Funds - Kaplan Professional |
| Adam Ellsmore | 2010 | Bachelor of Business (Banking & Finance) - Charles Sturt University ~ Diploma of Financial Services (Financial Planning) - Pinnacle Financial Services Academy ~ Margin Lending & Geared Investments - Kaplan Professional |
| Adam Hone | 2014 | Bachelor of Commerce (Commercial Law & Finance) - University of Sydney ~ Diploma of Financial Planning - International Institute of Technology (IIT) ~ RG146 Tier 1 Specialist Margin Lending Course - International Institute of Technology (IIT) |
| Adam John Marjoribanks | 1997 | Advanced Diploma of Financial Services (Financial Planning) - Kaplan Professional ~ Economic and Legal Context for Financial Planning - Kaplan ~ Foundation DFP - Financial Planning Assocation of Australia ~ Margin Lending & Geared Investments - Kaplan Professional |
| Adam Mark Moiler | 2012 | Bachelor of Engineering Mechanical Engineering (Honours) - Curtin University ~ Certificate IV Finance and Mortgage Broking - Kaplan Professional ~ Diploma of Financial Services - Kaplan Professional ~ Graduate Certificate of Chartered Accounting Foundations - Deakin University ~ Margin Lending & Geared Investments - Kaplan Professional |
| Adrian Francis Pekin | 2006 | Diploma of Financial Planning - Financial Planning Assocation of Australia ~ Financial Planning Assocation of Australia - Kaplan Professional ~ Self Managed Superannuation Funds - Kaplan Professional |
| Aimee Caitlin Taylor | 2014 | Advanced Diploma of Financial Planning - Integrity Education Group ~ Diploma of Financial Planning - Mentor Education ~ Margin Lending - Integrity Education Group ~ Self Managed Superannuation Funds - Kaplan Professional ~ Taxation Law for Tax (Financial) Advisers - Applied Education |
| Alan Michael Fox | 2018 | Commercial Law - Kaplan Professional ~ Diploma of Financial Services (Financial Planning) - Tribeca ~ Estate Planning - Kaplan Professional ~ Investment Planning 2 - Tribeca ~ Taxation for Financial Planning - Kaplan Professional |
| Alexander Kambos | 2015 | Bachelor of Arts - University of Wollongong ~ Graduate Diploma of Financial Planning - Securities Institute Education ~ TASACLv1 Commercial Law - Kaplan Professional |
| Alexander Lee | 2015 | Accredited Aged Care Professional Program - Aged Care Steps ~ Bachelor of Commerce - Deakin University ~ Ethics and Professionalism in Financial Advice - Kaplan Professional |
| Alexander Murray Mcadam | 2006 | Bachelor of Commerce - University of Wollongong ~ Graduate Diploma of Financial Planning - FINSIA ~ SMSF Self Managed Super Funds - Integrity Education Group |
| Alexander Ross Eades | 2001 | Advanced Diploma of Financial Services (Financial Planning) - Tribeca ~ Cavendish & ICFS Specialist SMSF Course - The University of Adelaide ~ Diploma of Financial Services (Financial Planning) - Tribeca ~ Fellow Chartered Financial Practitioner (FChFP) - Association of Financial Advisers (AFA) ~ TASA and the TPB Code of Professional Conduct - Kaplan Professional |
| Alison Louise Antoinette | 2000 | ASX Markets Responsibilities Executive Exam - Kaplan Professional ~ Bachelor of Arts - Macquarie University ~ Diploma of Financial Planning (DFP1-8) - Financial Planning Association of Australia (FPA) ~ Self Managed Superannuation Funds - Kaplan Professional |
| Alison Stanbridge | 2018 | Advanced Diploma of Financial Planning - Kaplan Professional ~ Chartered Accountant (CA) - Chartered Accountants Australia and New Zealand (CA ANZ) ~ Ethics and Professionalism in Financial Advice - Kaplan Professional ~ Self Managed Superannuation Funds - Kaplan Professional ~ University of South Australia - Bachelor of Accounting |
| Amanda Leanne Crook | 2007 | Diploma of Financial Services (Financial Planning) - Integratec (Kaplan Professional) ~ Margin Lending & Geared Investments - Kaplan Professional |
| Andrew Christopher Duckett | 2013 | Diploma of Financial Services (Financial Planning) - Mentor Education ~ Graduate Diploma of Financial Planning - Mentor Education ~ Gradulate Diploma of Financial Planning - Kaplan Professional ~ The Securities and Derivatives Industry Association (SDIA) Accreditation Program - Deakin University |
| Andrew Clements | 2018 | Bachelor of Commerce (Accounting) - Deakin University ~ DFP: Securities and Managed Investments - Kaplan Professional ~ Diploma of Financial Planning - Kaplan Professional |
| Andrew James Thackeray | 2000 | Diploma of Financial Services (Financial Planning) - Commonwealth Bank |
| Andrew John Newburn | 2007 | Bachelor of Economics - University of Newcastle ~ Diploma of Financial Service (Financial Planning) - Tribeca |
| Andrew John Risson | 2003 | Bachelor of Commerce - University of Queensland ~ Margin Lending & Geared Investments - Kaplan Professional |
| Andrew Larkin | 2015 | Bachelor of Commerce - University of Newcastle ~ Diploma of Financial Planning - Kaplan Professional ~ Foundations of law - University of Newcastle ~ Taxation - University of Newcastle |
| Andrew Quayle | 2004 | Bachelor of Business - Deakin University ~ Certified Practising Accountant (CPA) - CPA Australia ~ Introduction to Self Managed Superannuation Funds - Kaplan Professional ~ Margin Lending and Geared Investments - Kaplan Professional ~ Master of Taxation Law - Deakin University |
| Andrew Robert Joseph Hollow | 1994 | Accredited Listed Product Adviser Program - Kaplan Professional ~ Aged Care Specialist Adviser - Aged Care Specialists ~ Bachelor of Business - Monash University ~ Diploma of Financial Planning (DFP 1-8) - Financial Planning Association of Australia (FPA) ~ Margin Lending and Geared Investments - Kaplan Professional |
| Angela Marie Sinel | 2012 | Bachelor of Commerce - Deakin University |
| Angus Stuart Martin | 2018 | Advanced Diploma of Financial Planning - Kaplan Professional ~ Bachelor of Economics - University of Tasmania ~ Diploma of Financial Planning - The Association of Superannuation Funds of Australia (ASFA) ~ Ethics and Professionalism in Financial Advice - Kaplan Professional ~ Project Management Principles - Tasmanian Electronic Commerce Centre |
| Anita Fasciani | 2008 | Accredited Aged Care Professional - Aged Care Steps ~ Bachelor of Finance - La Trobe University ~ Certificate IV in Financial Services - RMIT University ~ Diploma of Financial Services - RMIT University ~ Self Managed Superannuation Funds - Kaplan Professional |
| Annie Elizabeth Harris | 2008 | Bachelor of Environmental Management - University of Ballarat ~ Certificate IV in Financial Services (Finance/Mortgage Broking) FNS40804 - Australis College (formerly Intellitrain) ~ Diploma of Management - TAFE - University of Ballarat SMB ~ Graduate Diploma of Financial Planning - Kaplan (formerly FINSIA) ~ Margin Lending & Geared Investments - Kaplan Professional |
| Anthony Daniel Sinclair | 2006 | Bachelor of Business - Swinburne University of Technology ~ Diploma of Financial Services - Kaplan (formerly FINSIA) ~ Margin Lending & Geared Investments - Kaplan Professional |
| Anthony John Bedworth | 2005 | Certified Practising Accountant (CPA) - CPA Australia ~ Ethics and Professionalism in Financial Advice - Kaplan ~ Financial Planning Specialist - CPA Australia ~ Graduate Diploma of Financial Planning - Securities Institute ~ Self Managed Superannuation Funds - Tribeca |
| Anthony Michael Kofkin | 2004 | Diploma of Financial Planning - RMIT University ~ Self Managed Superannuation Funds - Kaplan Professional |
| Anthony Munday | 1985 | Bachelor of Arts (Honours) - University of Kent ~ Diploma of Finance and Mortgage Broking Management - TAFE - NSW ~ Financial Planning Association (FPA) - Diploma of Financial Planning ~ Margin Lending & Geared Investments - Kaplan Professional |
| Anthony Perree | 2001 | Bachelor of Economics - Monash University ~ Margin Lending & Geared Investments - Kaplan Professional |
| Ashleigh Rose Eberhard | 2021 | Aged Care Advice Opportunities - Challenger ~ Bachelor of Commerce (Major: Financial Planning) - Deakin University ~ Ethics and Professionalism in Financial Advice - Kaplan Professional ~ Introduction to Self Managed Superannuation Funds - Kaplan Professional |
| Belinda Colyn Riordan | 2004 | Entry Level Competencies - Tribeca ~ Managed Investments - Traintrak ~ Policy Statement 146 Knowledge Assessment - Kaplan Professional ~ Risk Management - Tribeca ~ Superannuation - Traintrak |
| Benjamin John Newbold | 2001 | ASX Accredited Listed Products Adviser (ALPA) Program - Kaplan Professional ~ Bachelor of Banking and International Finance - The Flinders University of South Australia ~ Cavendish & ICFS Specialist SMSF Course - The University of Adelaide ~ Diploma of Financial Planning (DFP 1-8) - Financial Planning Association of Australia (FPA) |
| Benjamin Shearman | 2016 | Diploma of Financial Planning - Kaplan Professional ~ Graduate Diploma of Financial Planning - Kaplan Professional |
| Benjamin Venter | 2010 | Bachelor of Business (Finance and Marketing) - Griffith University ~ Diploma of Financial Services (Financial Planning) - Kaplan Professional ~ Margin Lending & Geared Investments - Kaplan Professional |
| Bianca Jade Carroll | 2022 | Diploma of Financial Planning - Kaplan Professional ~ Graduate Diploma of Financial Planning - Kaplan Professional ~ Master of Financial Planning - Kaplan Professional |
| Billy-joe Phillips | 2004 | Advanced Diploma of Financial Services (Financial Planning) - Kaplan Professional ~ Bachelor of Management - University of Newcastle ~ Certified Financial Planner (CFP) - Financial Planning Association of Australia (FPA) ~ Ethics & Professionalism in Financial Advice - Kaplan Professional |
| Brad Malen Rumbelow | 1996 | Accredited Listed Product Adviser Program - Kaplan Professional ~ Aged Care | Aged Care advice opportunities - Aged care Steps ~ Diploma of Financial Planning (DFP 1-8) - Financial Planning Association of Australia (FPA) ~ Ethics and Professionalism in Financial Advice - Kaplan Professional ~ Margin Lending and Geared Investments - Kaplan Professional |
| Bradley Berman | 2014 | Bachelor of Business (Management) - University of Western Sydney ~ Diploma of Financial Services (Financial Planning) - Kaplan Professional ~ Graduate Diploma of Financial Planning - Kaplan Professional ~ Master of Training and Development - University of New England |
| Bradley Dale Peters | 2004 | Accredited Listed Product Adviser Program - Kaplan Professional ~ CPA Designation: Financial Planning Specialist - CPA Australia ~ Margin Lending Accreditation Program - Financial Essentials ~ Master of Business Administration - University of Queensland ~ Self Managed Superannuation Funds - Kaplan Professional |
| Bradley Lance Rousell | 2002 | Bachelor of Commerce - University of Newcastle ~ Certified Financial Planner (CFP) - Financial Planning Association of Australia (FPA) ~ Diploma of Financial Planning (DFP1-8) - Financial Planning Association of Australia (FPA) ~ Ethics and Professionalism in Financial Advice - Kaplan Professional |
| Brendan James Lynch | 1996 | Accredited Aged Care Professional - Aged Care Steps ~ Fellow Chartered Financial Practitioner (FChFP) - Association of Financial Advisers (AFA) ~ Graduate Diploma of Financial Planning - Kaplan Professional ~ Margin Lending and Geared Investments - Kaplan Professional ~ Self Managed Super Funds - Tribeca |
| Brent Alexander Kirchner | 2017 | Advising in SMSFs - CPA Australia ~ Bachelor of Commerce - Deakin University ~ CPA Program - CPA Australia ~ Diploma of Financial Services (Financial Planning) - CPA Australia |
| Brian Douglas Rafton | 2003 | Advanced Diploma of Financial Services (Financial Planning) - Kaplan Professional ~ Diploma of Financial Services (Financial Planning) - AMP Financial Services ~ Ethics and Professionalism in Financial Advice - Kaplan Professional ~ Self Managed Superannuation Funds - Kaplan Professional |
| Brodie Galati | 2009 | Diploma of Financial Services (Financial Planning) - Kaplan Professional ~ Ethics and Professionalism in Financial Advice - Kaplan Professional ~ Margin Lending and Geared Investments - Kaplan Professional |
| Bruce Wayne Fullerton | 1980 | Diploma of Financial Services (Financial Planning) - Financial Services Training & Assessment |
| Caleb Winston Reeves | 2010 | Bachelor of Finance - Bond University ~ Diploma of Financial Services (Financial Planning) - Kaplan Professional ~ Graduate Diploma of Financial Planning - Kaplan Professional ~ Introduction to Self Managed Superannuation Funds - Kaplan Professional |
| Cameron Gordon Martin | 2021 | Accredited Listed Product Adviser Program - Kaplan Professional ~ Bachelor of Business (Accountancy) - Royal Melbourne Institute of Technology (RMIT) ~ Ethics and Professionalism in Financial Advice - Kaplan Professional ~ Graduate Diploma of Financial Planning - Kaplan Professional ~ Introduction to Self Managed Superannuation Funds - Kaplan Professional |
| Cameron Ronald Mcausland | 2006 | Advanced Diploma of Financial Services (Financial Planning) - MLC ThreeSixty ~ Bachelor of Business - Australian Catholic University ~ Certified Financial Planner (CFP) - Financial Planning Association of Australia (FPA) ~ Self Managed Super Funds - MLC Internal Accreditation ~ WM1333 Aged Care & WM1334 Advanced Aged Care - MLC Internal Accreditation |
| Cameron Thornton Reed | 2006 | Bachelor of Economics - University of New England ~ Diploma of Financial Services (Financial Planning) - Tribeca ~ Graduate Diploma of Financial Management - University of New England ~ SMSF Specialist Advisor - SMSF Association ~ Self Managed Superannuation Funds Adviser Course - Tribeca |
| Carolyn Denise Findlay | 2013 | Advanced Diploma of Financial Planning - Kaplan Professional ~ Diploma of Financial Services (Financial Planning) - Diploma of Financial Services (Financial ~ Margin Lending - Kaplan Professional |
| Casey Marijke Kropman | 2012 | Bachelor of Commerce - University of Melbourne ~ Certified Financial Planner (CFP) - Financial Planning Association of Australia (FPA) ~ Diploma of Financial Planning (DFP1-8) - Financial Planning Association of Australia (FPA) ~ Ethics and Professionalism in Financial Advice - Kaplan Professional ~ SMSF Specialist Advisor (SPAA) - SMSF Association |
| Catherine Beh | 2012 | Advanced Diploma of Financial Planning - Pinnacle Financial Services Academy ~ Bachelor of Social Science (Economics) - University of New South Wales ~ Diploma of Financial Services (Financial Planning) - Pinnacle Financial Services AcademyDiploma (AQF 5) ~ Ethics and Professionalism in Financial Advice - Kaplan Professional ~ Master of Educational Leadership - University of Western Sydney |
| Catherine Kayess | 2018 | Bachelor of Business (Business Administration) - RMIT University ~ Diploma of Financial Planning - Kaplan Professional ~ Graduate Diploma of Financial Planning - Kaplan Professional |
| Catherine Lizza | 2004 | Advanced Diploma of Financial Services (Financial Planning) - Deakin Financial Services ~ Diploma of Financial Services (Distribution) - Deakin Financial Services ~ Financial Services Essentials - Deakin Financial Services |
| Catherine Mary Shelvey | 2015 | Advanced Diploma of Financial Planning - Kaplan Professional ~ Diploma of Financial Planning - The Association of Superannuation Funds of Australia (ASFA) ~ Graduate Diploma of Financial Planning - Kaplan Professional ~ Introduction to Self Managed Superannuation Funds - Kaplan Professional |
| Celia Almeida Barila | 2016 | Accredited Listed Product Adviser Program - Kaplan Professional ~ Advanced Diploma of Financial Planning - Monarch Institute ~ Bachelor of Commerce - University of Wollongong ~ CPA Program - CPA Australia ~ Diploma of Financial Planning - Monarch Institute |
| Chris Krstevski | 1998 | Bachelor of Commerce (Accounting) - University of Newcastle ~ Margin Lending & Geared Investments - Kaplan Professional |
| Christina Leanne Hendry | 2016 | Accredited Listed Product Adviser Program - Kaplan Professional ~ Bachelor of Commerce - University of South Australia ~ CPA - CPA Australia ~ Diploma of Financial Planning - International Institute of Technology ~ SMSF Specialist - Self Managed Super Fund Association |
| Christine Anne Hallowes | 2000 | Diploma of Financial Planning - Financial PLanning Association ~ Diploma of Financial Services (Financial Planning) - Pinnacle ~ Ethics and Professionalism in Financial Advice - Kaplan Professional ~ Margin Lending & Geared Investments - Kaplan Professional |
| Christine Kay Ivers | 2008 | Advanced Diploma of Financial Services (Financial Planning) - ThreeSixty (GWM Adviser Services) ~ Advanced Strategies for Self Managed Superannuation - ThreeSixty (GWM Adviser Services) ~ Bachelor of Business - Central Queensland University ~ Diploma of Financial Services (Financial Planning) - ThreeSixty (GWM Adviser Services) ~ Margin Lending & Geared Investments - Kaplan Professional |
| Christopher Francis Carlin | 2015 | Accredited Listed Product Adviser Program - Kaplan Professional ~ Bachelor of Commerce - Deakin University ~ Certified Financial Planner (CFP) - Financial Planning Association of Australia (FPA) ~ Diploma of Finance and Mortgage Broking Management - Kaplan Professional ~ Ethics and Professionalism in Financial Advice - KAPLAN Professional |
| Christopher John Brown | 2009 | Advanced Diploma of Financial Services (Financial Planning) - Kaplan Professional ~ Bachelor of Business - Edith Cowan University ~ Client Engagement Skills - Kaplan Professional ~ Economic and Legal Context for Financial Planning - Kaplan Professional ~ Ethics and Professionalism in Financial Advice - Kaplan Professional |
| Christopher Paul Brame | 2022 | Graduate Diploma of Financial Planning - Kaplan Professional ~ Self Managed Superannuation Funds - Kaplan Professional |
| Clinton Barry Fleming | 2014 | Bachelor of Science - University of the Sunshine Coast ~ Managed Investments & Securities - Kaplan Professional ~ Master of Business (Applied Finance) - Queensland University of Technology ~ Superannuation and Life Insurance Skills - Kaplan Professional |
| Clinton Michael Teitz | 2018 | Diploma of Financial Planning - Mentor Education ~ Graduate Diploma of Financial Planning - Deakin University |
| Clive Levinthal | 2018 | Chartered Financial Analyst (CFA) - Association for Investment Management and Research ~ Commercial Law - Kaplan Professional ~ DFP5v5 Tax for Financial Advising - Kaplan Professional ~ Graduate Diploma of Financial Planning - Kaplan Professional ~ Risk Management - Integratec |
| Corinne Louise Gepp | 2001 | Accredited Aged Care Professional - Aged Care Steps ~ Applied Self-Managed Super Fund Advice - Australian Executor Trustees ~ Bachelor of Arts - University of Western Australia ~ Diploma of Financial Planning - Financial Planning Association of Australia (FPA) ~ Margin Lending and Geared Investments - Kaplan Professional |
| Costa Mappis | 2011 | Bachelor of Commerce - University of Wollongong ~ Graduate Diploma of Financial Planning - Kaplan Professional ~ Self Managed Superannuation Funds - Kaplan Professional ~ Tier 1 Adviser Compliance Solution - FINSIA |
| Craig Brendan Holly | 2012 | Bachelor of Business (Financial Planning) - RMIT University |
| Craig Elmo Gunawardana | 2009 | Bachelor of Commerce - Deakin University ~ Diploma of Commerce - Melbourne Institute of Business and Technology (MIBT) ~ Ethics and Professionalism in Financial Advice - Kaplan Professional |
| Craig Ross Shainfeld | 2002 | Advanced Diploma of Financial Services (Financial Planning) - Kaplan Professional ~ Diploma of Financial Services (Financial Planning) - Kings International College ~ Graduate Diploma of Financial Planning - Kaplan Professional ~ Introduction to SMSFs - Accurium Education |
| Craig Russell Tschirpig | 2006 | Advanced Diploma of Financial Services (Financial Planning) - Kaplan Professional ~ Bachelor of Business(Accounting) - Central Queensland University ~ Chartered Accountant (CA) - Chartered Accountants Australia and New Zealand (CA ANZ) ~ Ethics and Professionalism in Financial Advice - Kaplan Professional ~ SMSF Specialist Advisor (SSA) - SMSF Association |
| Craig Stevens | 1999 | Bachelor of Business (Accounting) - RMIT University ~ Diploma of Financial Planning - Financial Planning Assocation of Australia ~ Margin Lending & Geared Investments - Kaplan Professional |
| Crystal-louise Broadfoot | 2007 | Advanced Diploma of Financial Services (Financial Planning) - Kaplan Professional ~ Diploma of Financial Services (Financial Planning) - Kaplan Professional ~ Margin Lending & Geared Investments - Kaplan Professional ~ Self Managed Superannuation Funds - Kaplan Professional |
| Damien Mckern | 2016 | Bachelor Of Business (Accountancy) - Queensland of University Technology ~ Bachelor of Laws - Queensland University of Technology ~ Certified Practising Accountant - CPA Australia ~ Chartered Accountant - Chartered Accountants Australia and New Zealand (CAANZ) ~ Ethics and Professionalism in Financial Advice - Kaplan Professional |
| Damon Smith | 2015 | Bachelor of Economics - University of Sydney ~ Ethics and Professionalism in Financial Advice - Kaplan Professional ~ Graduate Diploma of Applied Finance & Investment - Securities Institute ~ Margin Lending - Kaplan Professional ~ Self Managed Superannuation Funds - Kaplan Professional |
| Daniel John Miller | 2016 | Bachelor of Business (Accounting) - Charles Sturt University ~ Diploma of Financial Planning - International Institute of Technology ~ IIT: Specialist Self Managed Superannuation - International Institute of Technology |
| Daniel Krstevski | 2017 | Accredited Listed Product Adviser - Kaplan Professional ~ Bachelor of Commerce - University of Newcastle ~ CERTIFIED FINANCIAL PLANNER professional - CFP ~ Master of Financial Planning - Kaplan Professional ~ Tier1: (928) Margin Lending - Kapan Professional |
| Daniel Paul Alomes | 2014 | Advanced Diploma of Financial Planning - Kaplan Professional ~ Bachelor of Commerce - University of Tasmania ~ Chartered Practising Accountant (CPA) - CPA Australia ~ Financial Planning Specialist (FPS) - CPA Australia ~ Self Managed Superannuation Funds - Kaplan Professional |
| Daniel Paul Lunardi | 2015 | Advanced Diploma Financial Planning - Monarch Institute ~ Bachelor of Commerce (Finance) - Swinburne University of Technology ~ Certified Financial Planner (CFP) - Financial Planning Association of Australia (FPA) ~ Diploma Financial Planning - Monarch Institute |
| Daniel Williams | 2017 | Accredited Aged Care Professional - Aged Care Steps ~ Ethics and Professionalism in Financial Advice - Kaplan Professional ~ Graduate Diploma of Financial Planning - Kaplan Professional |
| Darren Stevens | 2001 | Bachelor of Commerce - Australian National University ~ Certified Financial Planner (CFP) - Financial Planning Association of Australia (FPA) ~ Ethics and Professionalism in Financial Advice - Kaplan Professional ~ Graduate Diploma of Financial Planning - Securities Institute ~ SMSF Specialist Adviser (SSA) - SMSF Association |
| David Andrew Murphy | 2002 | Bachelor of Economics - University of Newcastle NSW ~ Diploma of Financial Planning (FNS50611) - IIT |
| David Anthony Ryan | 2003 | Advanced Diploma of Financial Planning - Kaplan Professional ~ Bachelor of Commerce - University of Ballarat (Federation University) ~ Diploma of Financial Services (Financial Planning) - Pinnacle Financial Services Academy ~ Ethics and Professionalism in Financial Advice - Kaplan Professional ~ Margin Lending & Geared Investments - Kaplan Professional |
| David Bernard Costa | 2003 | Advanced Diploma of Financial Planning - Tribeca ~ Advanced Strategies for Self Managed Superannuation - ThreeSixty ~ Diploma of Financial Services (Financial Planning) - Tribeca ~ Introduction to Self Managed Superannuation Funds - Kaplan Professional |
| David Blakis | 2001 | Accredited Aged Care Professional - Aged Care Steps ~ Certified Financial Planner (CFP) - Financial Planning Association of Australia ~ Diploma of Financial Planning (1-8) - Financial Planning Association of Australia ~ Ethics and Professionalism in Financial Advice - Kaplan Professional ~ Graduate Diploma of Applied Finance and Investment - Securities Institute |
| David Charles Gates | 1986 | Chartered Life Practitioner (ChLP) - Asia Pacific Financial Services Association (APFinSA) (AFA) ~ Diploma of Financial Services (Financial Planning) - Kaplan Professional |
| David Evers | 2002 | Bachelor of Commerce - University of Newcastle ~ Chartered Accountant - Chartered Accountants Australia New Zealand |
| David John Kelsey | 2004 | Aged Care ATA - AMP ~ Certified Financial Planner (CFP) - Financial Planning Association of Australia (FPA) ~ Graduate Diploma of Financial Planning - Griffith University ~ Margin Lending ATA - AMP ~ SMSF Specialist Advisor (SAA) - SMSF Association |
| David John Lakey | 1995 | Diploma of Financial Planning - Financial Planning Association of Australia (FPA) ~ SMSF Accreditation - Commonwealth Financial Planning |
| David John Shaw | 2016 | Bachelor of Business With Credit - University of Technology, Sydney ~ Certified Practising Accountant (CPA) - CPA Australia ~ Economic and Legal Context for Financial Planning - Kaplan Professional ~ Ethics and Professionalism in Financial Advice - Kaplan Professional ~ Superannuation & Self-Managed Superannuation Funds - Pinnacle Financial Services Academy |
| David Lee White | 2012 | 928S Margin Lending - Kaplan Professional ~ Advanced Diploma of Financial Planning - Kaplan Professional ~ Graduate Certificate in Financial Planning - Kaplan Professional ~ Graduate Diploma of Financial Planning - Kaplan Professional ~ Self Managed Superannuation Funds - Kaplan Professional |
| David Ridgway | 1998 | Bachelor of Business - University of Southern Queensland ~ Chartered Accountant - Chartered Accountants Australia New Zealand ~ Margin Lending & Geared Investments - Kaplan Professional |
| David Ronald Pilchowski | 2003 | Diploma of Financial Advising - Kaplan (formerly Securities Institute Australia) ~ Margin Lending & Geared Investments - Kaplan Professional ~ Self Managed Superannuation Funds - University of Adelaide |
| David Satwant Sidhu | 2003 | Advanced Diploma of Financial Services (Financial Planning) - Kaplan Professional ~ Bachelor of Business - Southern Cross University ~ Chartered Accountant (CA) - Chartered Accountants Australia and New Zealand (CA ANZ) ~ FPC002B Ethics and Professionalism in Financial Advice - Kaplan ~ SMSF Special Advisor - SMSF Association |
| David Vickers | 2006 | 928S Margin Lending - Kaplan Professional ~ Advanced Diploma of Financial Services (Financial Planning) - ThreeSixty ~ Certified Financial Planner (CFP) - Financial Planning Association of Australia (FPA) ~ Ethics and Professionalism in Financial Advice - Kaplan Professional ~ SMSF Specialist Adviser (SSA) - SMSF Association |
| Dishna Wijenayake | 2013 | Bachelor of Business (Management & Marketing) - Monash University ~ Certified Financial Planner (CFP) - Financial Planning Association of Australia (FPA) ~ Diploma of Financial Planning FNS50804 - Holmesglen TAFE ~ Master of Practicing Accounting - Monash University (Caulfield) ~ SMSF Specialist Advisor (SSA) - SMSF Association |
| Domenico Carmelo Sita | 2012 | Accredited Listed Product Adviser Program - Kaplan Professional ~ Bachelor of Economics - Monash University ~ Diploma of Financial Services (Financial Planning) - MLC ~ Principles in Self Managed Superannuation Funds - International Institute of Technology ~ RG146 Tier 1 Margin Lending Specialist Course - International Institute of Technology |
| Donald Angus Mcqueen | 2004 | Advanced Diploma of Financial Services (Financial Planning) - Tribeca Learning Australia ~ Certificate IV in Finance and Mortgage Broking - Kaplan Professional ~ Margin Lending and Geared Investments - Kaplan Professional ~ Self Managed Superannuation Funds - Kaplan Professional |
| Donald Lavery | 1994 | Bachelor of Business - Kuring-gai College of Advanced Education UTS ~ Margin Lending & Geared Investments - Kaplan Professional |
| Duncan James Derrington | 2008 | Bachelor of Economics - The University of Queensland ~ Certified Financial Planner (CFP) - Financial Planning Association of Australia (FPA) ~ Ethics and Professionalism in Financial Advice - Kaplan Professional ~ Graduate Diploma of Financial Planning - FINSIA ~ Self Managed Superannuation Funds - Kaplan Professional |
| Eduardo Delacruz | 2002 | ASX Listed Products Accreditation Course - Savings Factory ~ Bachelor of Commerce - University of Wollongong ~ Diploma of Financial Planning (DFP1-8) - Financial Planning Association of Australia (FPA) ~ Margin Lending and Geared Investments - Kaplan Professional ~ Self Managed Superannuation Fund Adviser Education Program - Financial Essentials |
| Elliot Mills-edward | 2018 | Bachelor of Commerce - Accounting - Murdoch University ~ Diploma of Financial Planning - Kaplan Education |
| Emily Rosemary Lovell | 2018 | Bachelor of Business and Bachelor of Economics - University of Tasmania ~ Diploma of Financial Planning - Kaplan ~ Ethics and Professionalism in Financial Advice - Kaplan Professional ~ Graduate Diploma of Financial Planning - Kaplan Professional |
| Eric Allan Mccay | 2003 | Bachelor of Business Accountancy - Queensland Institute of Technology ~ Certified Financial Planner - FPA ~ Certified Practicing Accountant - Australian Society of Accountants ~ Margin Lending and Geared Investments - Kaplan Professional |
| Eric Haines | 1994 | Bachelor of Commerce (Accounting) - University of New South Wales ~ Certificate of Membership - Chartered Accountants Australia New Zealand ~ Financial Planning Specialist - Chartered Accountants Australia New Zealand ~ PS146 Knowledge Assessment - Securities Institute (Kaplan Professional) |
| Eugene (kang) Wong | 2011 | Advanced Diploma of Financial Planning - Kaplan Professional ~ Bachelor of Business - University of Technology Sydney ~ Diploma of Financial Services (Financial Planning) - Kaplan Professional ~ Ethics and Professionalism in Financial Advice - Kaplan Professional |
| Farrell Spungin | 2008 | Bachelor of Commerce - University of South Africa ~ Diploma of Financial Services (Financial Planning) - Mentor Education ~ Graduate Diploma of Financial Planning - Kaplan Professional |
| Gaurav Arora | 2017 | Bachelor of Commerce - Guru Nanak Dev University (india) ~ Certified Practicing Accountant (CPA) - CPA Australia ~ Diploma of Financial Planning - Kaplan Professional ~ Ethics and Pofessionalism in Financial Advice - Kaplan Professional ~ Master of Accounting and Financial Management - La Trobe University |
| Geoffrey Malcolm Wilson | 1999 | Bachelor of Science - The University of Melbourne ~ Cavendish & ICFS Specialist SMSF Course - The University of Adelaide ~ Diploma of Financial Planning - Financial Planning Association of Australia ~ Margin Lending & Geared Investments - Kaplan Professional |
| Gerard Werner Rust | 2010 | Diploma of Financial Services (Financial Planning) - Mentor Education ~ Ethics and Professionalism in Financial Advice - Kaplan Professional ~ Graduate Diploma in Applied Finance - Kaplan Professional ~ Margin Lending - Kaplan Professional ~ Master of Applied Finance - Kaplan Professional |
| Glenn Torrents | 2000 | Bachelor of Business - University of Tasmania ~ Certified Financial Planner (CFP) - Financial Planning Association of Australia (FPA) ~ Chartered Accountants (CA) - Chartered Accountants Australia and New Zealand (CAANZ) ~ Margin Lending and Geared Investments - Kaplan Professional |
| Grant Gerald Van Heerden | 2009 | Advanced Diploma of Financial Planning (FNS60410) - Kaplan Professional ~ Certificate IV in Financial Services (Finance/Mortgage Broking) FNS40804 - Australis College (formerly Intellitrain) ~ Diploma of Financial Services (Financial Planning) FNS50804 - Mentor Education / RG146 ~ Margin Lending and Geared Investments - Kaplan Professional |
| Grant Homes | 2017 | Bachelor of Commerce - University of Newcastle ~ Certified Financial Planner (CFP) - Financial Planning Association of Australia (FPA) ~ Diploma of Financial Services (Financial Planning) - Kaplan Professional ~ Ethics and Professionalism in Financial Advice - Kaplan Professional ~ Self Managed Superannuation Funds - Kaplan Professional |
| Greg Paul Weiland | 2007 | Advanced Diploma of Financial Services (Financial Planning) - Kaplan Professional ~ Bachelor of Business (Accounting) - Swinburne University of Technology ~ Certified Financial Planner - Financial Planning Association ~ Ethics and Professionalism in Financial Advice - Kaplan Professional ~ SuperConcepts & ICFS Specialist SMSF online course - The University of Adelaide (SuperConcepts) |
| Gregory Burford | 2001 | Bachelor of Commerce - University of Western Sydney ~ Chartered Accountant (CA) - Chartered Accountants Australia & New Zealand (CA ANZ) ~ Economic and Legal Context for Financial Planning - Kaplan Professional ~ Ethics and Professionalism in Financial Advice - Kaplan Professional ~ Margin Lending & Geared Investments - Kaplan Professional |
| Gregory Thornton | 2006 | Advanced Diploma of Financial Services (Financial Planning) - Kaplan Professional ~ Bachelor of Applied Science (Systems Agriculture) - University of Western Sydney ~ Certified Financial Planner (CFP) - Financial Planning Association of Australia (FPA) ~ Diploma of Financial Services (Financial Planning) - Tribeca ~ SMSF Specialist Advisor (SSA) - SMSF Association |
| Hamish Lorimore Zerbe | 2005 | ASX Accredited Listed Products Adviser (ALPA) Program - Kaplan Professional ~ Diploma of Financial Advising - Securities Institute ~ Margin Lending and Geared Investments - Kaplan Professional ~ Master of Commerce (Financial Planning) - Western Sydney University ~ Self Managed Superannuation Funds - Kaplan Professional |
| Harris Hadjiharalambous | 2014 | Client Engagement Skills - Kaplan Professional ~ Diploma of Financial Planning - Monarch Institute ~ Economic and Legal Context for Financial Planning - Kaplan Professional ~ Ethics and Professionalism in Financial Advice - Kaplan Professional ~ TASA and the TPB Code of Professional Conduct - Kaplan Professional |
| Hayden George Pike | 2017 | Bachelor Finance - La Trobe University |
| Heather Joy Boughton | 1997 | Bachelor of Business (Banking and Finance) - University of South Australia ~ Certificate in Financial Markets - The Securities Institute of Australia ~ Certified Financial Planner - Financial Planning Association of Australia ~ Diploma of Financial Planning - Deakin University ~ SMSF Specialist Course - Cavendish |
| Heidi Narelle Schwegler | 2007 | Aged Care Specialist Adviser - Association of Financial Advisers (AFA) ~ Bachelor of Business (Financial Planning) - RMIT University ~ Certified Financial Planner (CFP - Financial Planning Association of Australia (FPA) ~ Margin Lending & Geared Investments - Kaplan Professional ~ Personal Injury Specialist Adviser - Association of Financial Advisers (AFA) |
| Helga Baxter | 2007 | Certificate IV in Financial Services (Finance/Mortgage Broking) - Australis College (formerly Intellitrain) ~ Diploma of Finance and Mortgage Broking Management - Australis College (formerly Intellitrain) ~ Diploma of Financial Advising - Kaplan (formerly Securities Institute Australia) ~ Margin Lending & Geared Investments - Kaplan Professional |
| Henry Campbell Phelps Dick | 0 | Bachelor of Commerce - Deakin University ~ Graduate Diploma of Financial Planning - Kaplan Professional |
| Hilary Linda Acheson | 2015 | Advanced Diploma of Financial Services (Financial Planning) - Kaplan Professional ~ Ethics and Professionalism in Financial Advice - Kaplan Professional ~ Graduate Certificate in Financial Services - University of New England ~ Master of Financial Planning - Western Sydney University ~ Tier1: (928) Margin Lending - Kaplan Professional |
| Hugh Nowaki Mcqueen-tokita | 2011 | Diploma of Financial Services (Financial Planning) - Kaplan Professional ~ Ethics and Professionalism in Financial Advice - Kaplan Professional ~ Margin Lending and Geared Investments - Kaplan Professional ~ Self Managed Superannuation Funds - Kaplan Professional |
| Ian Carter | 1998 | Bachelor of Commerce (Economics) - University of Wollongong ~ Ethics and Professionalism in Financial Advice - Kaplan Professional ~ Graduate Diploma of Financial Planning - Kaplan (formerly Securities Institute Australia) ~ Graduate Diploma ofApplied Finance & Investment - Securities Institute/Finsia ~ Margin Lending & Geared Investments - Kaplan Professional |
| Ian Mallinson | 2012 | Bachelor of Commerce - Curtin University ~ Certificate IV in Finance and Mortgage Broking - Kaplan Professional ~ Diploma of Business - TAFEWA Central ~ Postgraduate Diploma in Commerce - Curtin University |
| Jacob Moss | 2014 | Advanced Diploma of Financial Planning - Mentor Education / RG146 ~ Diploma of Financial Services (Financial Planning) - Mentor Education / RG146 ~ Graduate Diploma of Financial Planning - Kaplan Professional ~ Master of Financial Planning - Kaplan Professional ~ RG146 Tier 1 Specialist Margin Lending - International Institute of Technology |
| Jakob Van Dalen | 2017 | Bachelor of Business (Sport Development and Management) - La Trobe University ~ Diploma Financial Planning - Kaplan Australia ~ Graduate Diploma of Financial Planning - Kaplan Professional ~ Licensee Accreditation - Listed Securities - MLC ~ Licensee Accreditation - Self Managed Super Funds - MLC |
| James Darling | 2012 | Advanced Diploma of Financial Planning - Kaplan Professional Education ~ Bachelor of Commerce (Financial Accounting) - University Newcastle ~ Diploma of Financial Services (Financial Planning) - Mentor Education ~ Ethics and Professionalism in Financial Advice - Kaplan Professional Education ~ FASEA Exam - FASEA |
| James Francis Fisher | 2018 | Certified Financial Planner (CFP) - Financial Planning Association of Australia (FPA) ~ Ethics and Professionalism in Financial Advice - Kaplan Professional ~ Graduate Diploma of Financial Planning - The Securities Institute of Australia |
| James Ivan Weir | 2018 | Advanced Diploma of Financial Planning - Kaplan Professional ~ Bachelor of Applied Finance - University of South Australia ~ Certified Financial Planner (CFP) - Financial Advice Association Australia (FAAA) ~ Ethics and Professionalism in Financial Advice - Kaplan Professional ~ Master of Financial Planning - Kaplan Professional |
| James Joseph Miller | 2008 | Advanced Diploma Financial Services (Financial Planning) - Kaplan Professional ~ Certified Financial Planner (CFP) - Financial Planning Association of Australia (FPA) ~ Diploma Financial Services (Financial Planning) FNS50804 - Kaplan Australia ~ Ethics and Professionalism in Financial Advice - Kaplan Professional ~ Master of Financial Planning - Kaplan Australia |
| James Mohi Tarawhiti | 2007 | Certificate IV in Finance and Mortgage Broking - The National Finance Institute ~ Diploma of Financial Services (Financial Planning - Mentor Education |
| James Raymond Farrelly | 2011 | Advanced Diploma of Financial Planning - Kaplan Professional ~ Bachelor of Commerce (Marketing) - University of Adelaide ~ Ethics and Professionalism in Financial Advice - Kaplan Professional ~ Margin Lending - Kaplan Professional ~ Self Managed Superannuation Funds - Kaplan Professional |
| Jane Florence Pryor | 2001 | 924 Superannuation & Skills - Kaplan Professional ~ Estate Planning - Tribeca ~ Risk Management for Financial Services Professionals - Integratec ~ Self Managed Superannuation Funds - Kaplan Professional ~ Taxation Planning - Tribeca |
| Jasmin Loke | 2006 | Diploma Of Financial Services (Financial Planning) - TAFE NSW ~ Ethics and Professionalism in Financial Advice - Kaplan Professional ~ Master of Applied Finance (Financial Planning) - Kaplan |
| Jason Abrahams | 2000 | Bachelor of Business - University of Technology Sydney ~ Certified Financial Planner (CFP) - Financial Planning Association of Australia (FPA) ~ Diploma of Financial Planning (1-8) - Financial Planning Association of Australia (FPA) ~ Ethics and Professionalism in Financial Advice - Kaplan Professional ~ Graduate Diploma of Applied Finance and Investment - Securities Institute |
| Jason Alexander Mcgregor | 2010 | Advanced Diploma of Financial Services (Financial Planning) - Kaplan Professional ~ Certified Financial Planner (CFP) - Financial Planning Association of Australia (FPA) ~ Graduate Diploma of Financial Planning - Kaplan Professional ~ Master of Applied Finance - Kaplan Professional ~ Self Managed Superannuation Fund Adviser (Personal Advice) - Mentor Education |
| Jason Andrew Barr | 2008 | Advanced Diploma of Financial Services (Financial Planning) - Kaplan Professional ~ Diploma of Financial Services (Financial Planning) - Tribeca ~ Graduate Diploma of Financial Planning - Kaplan Professional |
| Jason Burley | 2000 | ASX Listed Products Accreditation Course (LPAC) - LPAC Online ~ Bachelor of Business - Southern Cross University ~ Graduate Diploma of Financial Planning - Kaplan (formerly Securities Institute Australia) |
| Jason Chew | 2009 | Advanced Diploma of Financial Services (Financial Planning) - Pinnacle Financial Services Academy ~ Diploma of Financial Services (Financial Planning) - Traineeship Management Australia (TMA) ~ Ethics and Professionalism in Financial Advice - Kaplan Professional ~ Fellow Chartered Financial Practitioner (FChFP) - Association of Financial Advisers (AFA) ~ Self Managed Superannuation Funds - Kaplan Professional |
| Jason Harris | 1998 | Accredited Aged Care Professional - Aged Care Steps ~ CPA - Financial Planning Specialist - CPA Australia ~ Certified Practising Accountant (CPA) - CPA Australia ~ Diploma of Financial Services (Financial Planning) - Kaplan Professional ~ Ethics and Professionalism in Financial Advice - Kaplan Professional |
| Jennifer Jean Jess | 2011 | Advanced Diploma of Financial Planning - Pinnacle Financial Services Academy ~ Diploma of Financial Services (Financial Planning) - Pinnacle Financial Services Academy ~ Ethics and Professionalism in Financial Advice - Kaplan Professional ~ Introduction to Self Managed Superannuation Funds - Kaplan Professional |
| Jeremy Guirguis | 2018 | Accredited Listed Product Adviser Program - Kaplan Professional ~ Bachelor of Commerce - University of New South Wales ~ Bachelor of Economics - University of New South Wales ~ Diploma of Financial Planning - Kaplan Professional ~ Introduction to Self Managed Superannuation Funds - Kaplan Professional |
| Jerome George Alam | 2012 | Accredited Aged Care Professional - Aged Care Steps ~ Bachelor of Commerce (Finance and Financial Planning) - University of Wollongong ~ Margin Lending & Geared Investments - Kaplan Professional |
| Jesmond William Azzopardi | 1995 | Diploma of Financial Planning (DFP1-8) - Financial Planning Association of Australia (FPA) ~ Financial Planning Principles and Practice Module 2 Wealth Protection - Securities Institute ~ Margin Lending Accreditation Program - DeakinCo ~ Self Managed Superannuation Funds - Kaplan Professional |
| Jesse Anton Stock | 2014 | Commercial Law Course (TASACLv1) - Kaplan Professional ~ Diploma of Financial Planning - Kaplan Professional ~ Economic and Legal Context for Financial Planning - Kaplan Professional ~ Tax for Financial Advising - Kaplan Professional |
| Jessica Catherine Beck | 2018 | Bachelor of Arts - Macquarie University ~ Diploma of Financial Planning - Kaplan Professional ~ Graduate Diploma of Financial Planning - Kaplan ~ Master of Financial Planning - Kaplan Professional ~ Self Managed Superannuation Funds - Kaplan Professional |
| Jessica Lee Black | 0 | Graduate Diploma of Financial Planning - Charles Sturt University ~ LAW504 - Business and Corporations Law - Charles Sturt University ~ LAW545 - Taxation Strategies - Charles Sturt University |
| Jiangying Dai | 2011 | Advanced Diploma of Financial Planning - Kaplan Professional ~ Certified Financial Planner (CFP) - Financial Planning Association of Australia (FPA) ~ Client Engagement Skills - Kaplan Professional ~ Economic and Legal Context for Financial Planning - Kaplan Professional ~ Ethics and Professionalism in Financial Advice - Kaplan Professional |
| Jie Lin | 2013 | Bachelor of Commerce - University of New South Wales ~ Certified Financial Planner - FPA ~ FPC002B Ethics and Professionalism in Financial Advice - Kaplan Professional ~ Margin Lending Knowledge and Skills - Kaplan Professional ~ Master of Financial Planning - Deakin University |
| Jim Bouzios | 2014 | Diploma of Financial Planning - Monarch Institute |
| Joel Cameron Nicol | 2008 | Accredited Listed Product Adviser Program - Kaplan Professional ~ Bachelor of Commerce - University of Wollongong ~ SMSF Specialist Advisor (SSA) - SMSF Association ~ Self Managed Superannuation Funds - International Institute of Technology |
| John Eric Ellis | 1998 | Bachelor of Commerce - University of New South Wales ~ Certified Financial Planner (CFP) - Financial Planning Association of Australia ~ Charted Accountant (CA) - Charted Accountants Australian and New Zealand (CA ANZ) ~ Margin Lending & Geared Investments - Kaplan Professional |
| John Henry Rimpici | 2015 | Advanced Diploma of Financial Services (Financial Planning) - Kaplan Professional ~ Bachelor of Financial Administration - University of New England ~ Diploma of Financial Services (Financial Planning) - Kaplan (formerly FINSIA) |
| John Kaye Tatterson | 2004 | Bachelor of Commerce - The University of Melbourne ~ Certified Financial Planner (CFP) - Financial Planning Association of Australia (FPA) ~ Ethics and Professionalism in Financial Advice - Kaplan Professional ~ Margin Lending and Geared Investments - Kaplan Professional ~ Self Managed Superannuation Funds - Kaplan Professional |
| John Littleproud | 2001 | Bachelor of Business - University of Southern Queensland ~ Chartered Accountant - Chartered Accountants Australia and New Zealand (CAANZ) ~ Ethics and Professionalism in Financial Advice - Kaplan Professional ~ Margin Lending & Geared Investments - Kaplan Professional ~ SMSF Specialist Advisor Designation - SMSF Association |
| John Patrick Mackrell | 2011 | Bachelor of Commerce - University of Tasmania ~ Certified Financial Planner (CFP) - Financial Planning Association of Australia (FPA) ~ Ethics and Professionalism in Financial Advice - Kaplan Professional ~ Graduate Diploma of Financial Planning - FINSIA ~ Self Managed Superannuation Fund Adviser (Personal Advice) - Mentor Education |
| John Rohan Sadler | 2012 | Bachelor of Commerce - Deakin University |
| John Traficante | 2013 | Bachelor of Social Sciences (Information Management) (Major: Accounting) - University of Melbourne ~ Diploma - Financial Services Mortgage Broking - National Finance Institute ~ Ethics and Professionalism in Financial Advice - Kaplan Professional ~ Graduate Diploma of Applied Finance & Investment - Securities Institute/Finsia ~ Margin Lending Geared Investments - Kaplan |
| John William Redmond | 2006 | Accredited Listed Product Adviser Program - Kaplan Professional ~ Bachelor of Business (Accounting) - Chisholm Institute of Technology ~ CA Financial Planning Specialist - Chartered Accountants Australia & New Zealand (CA ANZ) ~ Diploma of Financial Services - Dover Financial Training ~ Self Managed Superannuation Funds - Kaplan Professional |
| Jonathan Fischer | 2014 | Bachelor of Commerce (Finance) - University of Newcastle ~ Diploma of Financial Services (Financial Planning) - Kaplan Professional ~ Margin Lending - Kaplan Professional |
| Jonathon Dennis Kelly | 2014 | Certificate IV in Financial Services - Swinburne University of Technology ~ Diploma Of Financial Services (Financial Planning) - ThreeSixty ~ Self-Managed Superannuation Fund - Mentor Education |
| Jordan Christopher Odd | 0 | Graduate Diploma of Financial Planning - Kaplan Professional |
| Joshua Luke Buckley | 2020 | Bachelor of Business (Financial Planning) - Royal Melbourne Institute of Technology (RMIT) ~ Ethics and Professionalism in Financial Advice - Kaplan Professional ~ Master of Financial Planning - Kaplan Professional |
| Juan NI | 2017 | Diploma of Financial Planning - International Institute of Technology ~ Master of Business (Accountancy) - University of South Australia ~ Principles in Self Managed Superannuation - International Institute of Technology |
| Judy LU Yan | 2001 | Bachelor of Commerce - Monash University ~ Certified Financial Planner (CFP) - Financial Planning Association of Australia (FPA) ~ Ethics and Professionalism in Financial Advice - Kaplan Professional ~ Graduate Diploma of Financial Planning - Securities Institute ~ Master of Applied Finance - Kaplan Professional |
| Justin David Van Haren | 2006 | ASX Listed Product Accreditation Course - LPAC Online ~ Diploma of Financial Planning (1-8) - Financial Planning Association of Australia (FPA) ~ Margin Lending and Geared Investments - Kaplan Professional ~ Specialist Self Managed Superannuation Funds - International Institute of Technology (IIT) |
| Justin James Wilson | 2011 | Accredited Aged Care Professional - Aged Care Steps ~ Bachelor of Economics - University of Newcastle ~ Certified Financial Planner (CFP) - Financial Planning Association of Australia (FPA) ~ Self Managed Superannuation Funds - Kaplan PRofessional ~ Tier 1 Margin Lending - Personal Advice - Kaplan Profesisonal |
| Justin Nothling | 2001 | Bachelor of Nursing - Central Queensland University ~ Diploma of Financial Planning - Deakin University ~ Graduate Diploma of Management - Central Queensland University ~ Margin Lending & Geared Investments - Kaplan Professional ~ Master of Business Administration (Financial Management) - Central Queensland University |
| Justin Tyne | 2001 | Graduate Diploma in Financial Planning - Securities Institute Education ~ Self Managed Superannuation Funds - Kaplan Professional ~ Tier 1 Margin Lending Personal Advice - Kaplan Professional |
| Kade Jeffree Beasley | 2018 | Advanced Diploma of Financial Planning - Kaplan Professional ~ DFP Securities & Managed Investments - Kaplan Professional ~ Diploma of Financial Planning - Kaplan Professional |
| Karolina Grbin | 2014 | Bachelor of Business (Applied Economics) - Victoria University ~ Certificate of Superannuation Management - The Association of Superannuation Funds Australia (ASFA) ~ Diploma of Financial Services (Financial Planning) - Kaplan Professional ~ Economic and Legal Context for Financial Planning - Kaplan Professional ~ Ethics and Professionalism in Financial Advice - Kaplan Professional |
| Kenneth Chung | 2006 | Advanced Diploma of Financial Services (Financial Planning) - ThreeSixty (GWM Adviser Services Limited) ~ Bachelor of Engineering (Chemical Engineering) - RMIT ~ Certificate IV Financial Services (Finance|Mortgage Broking) - Intellitrain ~ Diploma of Financial Services (Financial Planning) - ThreeSixty (GWM Adviser Services Limited) ~ Graduate Diploma of Management (Technology Management) - Deakin University |
| Kenneth William Grimes | 2003 | Bachelor of Business - Victoria University of Technology (formerly Footscray Institute of Technology) ~ Chartered Accountant - Chartered Accountants Australia New Zealand ~ Diploma of Financial Services (Financial Planning) - FINSIA Education (Kaplan Professional) ~ Margin Lending & Geared Investments - Kaplan Professional |
| Kevin William Lloyd-woods | 1980 | Diploma of Financial Planning (1-8) - Financial Planning Association of Australia (FPA) |
| Kharen Patricia Kaleda | 1997 | Bachelor of Commerce - University of Wollongong ~ Margin Lending & Geared Investments - Kaplan Professional |
| Kim Scott | 1991 | Bachelor of Financial Administration - University of New England ~ Chartered Accountant (CA) - Chartered Accountants Australia and New Zealand (CA ANZ) ~ Client Engagement Skills - Kaplan Professional ~ Diploma of Financial Planning - Financial Planning Association of Australia (FPA) ~ Ethics and Professionalism in Financial Advice - Kaplan Professional |
| Kristian Floresta Tangan | 2005 | Ethics and Professionalism in Financial Advice - Kaplan Professional ~ Graduate Diploma of Financial Planning - FINSIA Education (Kaplan Professional) |
| Kristina Triandafilis | 2023 | Bachelor of Commerce - University of New South Wales ~ Master of Financial Planning - Kaplan Professional ~ Self Managed Superannuation Funds - Kaplan Professional |
| Kristopher Philip Chapman | 2018 | Diploma of Financial Planning - Kaplan Professional ~ Ethics and Professionalism in Financial Advice - Kaplan Professional ~ Master of Financial Planning - Western University of Sydney |
| Kyle Michael Brown | 2007 | Advanced Diploma of Financial Services (Financial Planning) - Kaplan ~ Bachelor of Commerce (International Business & Finance) - University of Tasmania ~ Certified Financial Planner - Financial Planning Association ~ Diploma of Financial Services (Financial Planning) - Mentor Education ~ Ethics and Professionalism in Financial Advice - Kaplan Professional |
| Lachlan Charles Hudson Baker | 1995 | ASIC Policy Statement 146 - Financial Services Training & Assessment ~ Diploma of Financial Services (Financial Planning) - Financial Services Training & Assessment ~ Graduate Diploma of Financial Planning - Kaplan Professional ~ Margin Lending & Geared Investments - Kaplan Professional ~ Self Managed Superannuation Funds - Kaplan Professional |
| Lachlan Cruickshank | 2022 | Bachelor of Commerce - Griffith University |
| Lachlan Thomas Weir | 0 | Bachelor of Business (Economics & Finance) - RMIT University ~ Graduate Diploma of Financial Planning - Kaplan Professional |
| Leah Alice Hall | 2015 | Bachelor of Commerce - University of Newcastle ~ Diploma of Financial Planning - Pinnacle Financial Services Academy ~ Self Managed Superannuation Funds - Pinnacle Financial Services Academy |
| Leandro Nogueira Dos Santos Bonin | 2022 | Accredited Aged Care Professional - Aged Care Steps ~ Bachelor of Business Administration - Mackenzie Presbyterian University ~ Diploma of Financial Planning - Monarch Insitute ~ Graduate Diploma Financial Planning - Kaplan Professional ~ Master of Business Administration - Kaplan Business School Australia |
| Leeann Padayachee | 2017 | Advanced Diploma of Financial Planning - Mentor Education ~ Diploma of Financial Planning - Mentor Education ~ Ethics and Professionalism in Financial Advice - Kaplan Professional |
| Leonie Gae Nagle | 2005 | Bachelor of Economics - University of Western Australia ~ Diploma of Financial Planning - Financial Planning Assocation of Australia ~ Diploma of Financial Services (Financial Planning) - Pinnacle Financial Services Academy ~ Graduate Diploma of Applied Finance & Investment - Securities Institute/Finsia ~ Margin Lending & Geared Investments - Kaplan Professional |
| Libero Dalla Zuanna | 2000 | Diploma of Financial Planning (1-8) - Financial Planning Association of Australia (FPA) ~ Introduction to Self Managed Superannuation Funds - Kaplan Professional ~ Practice of Advanced Estate Planning - Integrity Education Group |
| Linda Rose Tellis | 2012 | Certified Financial Planner (CFP) - Financial Planning Association of Australia (FPA) ~ DPML Margin Lending - Pinnacle Financial Services Academy ~ Ethics and Professionalism in Financial Advice - Kaplan Professional ~ Graduate Diploma of Financial Planning - Kaplan Professional ~ Self Managed Superannuation Funds - Kaplan Professional |
| Linh Thi Thao Nguyen | 2015 | Accredited Listed Product Adviser Program - Kaplan Professional ~ Advanced Diploma of Financial Planning - Kaplan Professional ~ Bachelor of Commerce - The University of New South Wales ~ Certified Financial Planner (CFP) - Financial Planning Association of Australia (FPA) ~ Ethics and Professionalism in Financial Advice - Kaplan Professional |
| Lisa Fitzgerald | 1995 | Advanced Diploma of Financial Services (Financial Planning) - Mentor Education ~ Behavioural Finance & Wealth Management - Griffith University ~ Certified Financial Planner (CFP) - Financial Planning Association of Australia (FPA) ~ Ethics and Professionalism - Griffith University ~ Principles of Business and Corp Law - Griffith University |
| Lisa Maree Steel | 2002 | Advanced Diploma of Financial Services (Financial Planning) - ThreeSixty ~ Certified Financial Planner (CFP) - Financial Planning Association of Australia (FPA) ~ Ethics and Professionalism in Financial Advice - Kaplan Professional ~ Master of Financial Planning - University of the Sunshine Coast ~ SMSF Specialist Advisor (SSA) - SMSF Association |
| Lisa-maree Grono | 0 | Bachelor of Commerce (Financial Planning) - University of New England |
| Lloyd Grant Levin | 2005 | ASIC RG146 Tier 1 Insurance Broking Compliance - Australian and New Zealand Institute of Insurance and Finance ~ Diploma of Financial Services (Financial Planning), FNS50804 - Mentor Education |
| Lucija Emina Saric | 2004 | Advanced Diploma of Financial Planning - Kaplan Professional ~ Bachelor of Information Technology - Charles Sturt University ~ Diploma of Financial Services (Financial Planning) - Kaplan Professional ~ Introduction to Self Managed Superannuation Funds - Kaplan Professional ~ Margin Lending - Pinnacle Financial Services Academy |
| Luke DI Pietro | 2006 | Accredited Listed Product Adviser Program - Kaplan Professional ~ Advanced Diploma Financial Planning - Kaplan Professional ~ DPML Margin Lending - Pinnacle Financial Services Academy ~ Graduate Diploma of Financial Planning - Kaplan Professional ~ Introduction to Self Managed Superannuation Funds - Kaplan Professional |
| Lyle John Greig | 2003 | Bachelor of Commerce (Accountancy) - University of Wollongong ~ Certified Financial Planner (CFP) - Financial Planning Association of Australia (FPA) ~ Diploma of Financial Planning (DFP1-8) - Financial Planning Association of Australia (FPA) ~ Ethics and Professionalism in Financial Advice - Kaplan Professional ~ Margin Lending and Geared Investments - Kaplan Professional |
| Marcus Dickson Reade-brown | 2004 | Advanced Diploma of Financial Services (Financial Planning) - Kaplan Professional ~ Certified Financial Planner (CFP) - Financial Planning Association of Australia (FPA) ~ Ethics and Professionalism in Financial Advice - KAPLAN ~ Relevant Provider Exam - FASEA ~ Stockbrokers and Investment Advisers Association (SIAA) - Margin Lending Accreditation Program |
| Maria Margarida Teixeira | 2004 | Aged Care Assessment - Aged Care Adviser Network ~ Certified Financial Planner (CFP) - Financial Planning Association of Australia (FPA) ~ DPML Margin Lending - Pinnacle Financial Services Academy ~ Graduate Diploma of Financial Planning - Kaplan Professional ~ Self Managed Superannuation Funds - Kaplan Professional |
| Mark Andrew Humphris | 2000 | ASX Accredited Listed Products Adviser (ALPA) Program - Kaplan Professional ~ Bachelor Business (Banking & Finance) - University of SA ~ Bachelor of Business - University of South Australia ~ Diploma Financial Planning - Deakin University ~ Diploma of Financial Planning (DFP1-8) - Financial Planning Association of Australia (FPA) |
| Mark Christopher Gray | 2002 | ASX Listed Products Accreditation Course (LPAC) - LPAC Online ~ Margin Lending & Geared Investments - Kaplan Professional |
| Mark Cullen | 2011 | Advanced Diploma of Financial Planning - Kaplan Professional ~ Diploma of Financial Services (Financial Planning) - Kaplan Professional ~ Graduate Diploma of Financial Planning - Kaplan Professional ~ Master of Financial Planning - Kaplan Professional |
| Mark Dodds | 1999 | Bachelor of Business (Accounting) - Queensland University Technology (QUT) (formerly QiT) ~ Margin Lending & Geared Investments - Kaplan Professional |
| Mark Edward Bettinzoli | 2017 | Accredited Aged Care Professional - Aged Care Steps (ACS) Pty Ltd ~ Bachelor of Business Studies - Charles Sturt University ~ Certified Financial Planner (CFP) - Financial Planning Association of Australia (FPA) ~ Ethics and Professionalism in Financial Advice - Kaplan Professional ~ Introduction to Self Managed Superannuation Funds - Kaplan Professional |
| Mark Gerard O'toole | 1993 | Advanced Strategies for Self Managed Superannuation - MLC ~ Certified Financial Planner (CFP) - Financial Planning Association of Australia (FPA) ~ Diploma Financial Planning - Royal Melbourne Institute of Technology (RMIT) ~ Master of Commerce (Financial Planning) - The University of Western Sydney |
| Mark Roberts | 2011 | Bachelor of Commerce - Deakin University ~ Certified Financial Planner (CFP) - Financial Planning Association of Australia (FPA) ~ Ethics and Professionalism in Financial Advice - Kaplan Professional ~ Margin Lending and Geared Investments - Kaplan Professional ~ Self Managed Superannuation Funds - Kaplan Professional |
| Mark Sacks | 2004 | Diploma of Financial Services (Financial Planning) - King's International College ~ Ethics and Professionalism in Financial Advice - Kaplan Professional |
| Martin Peter White | 2002 | ASX Listed Products Accreditation Course (LPAC) - LPAC Online ~ Bachelor of Commerce - Macquarie University ~ Margin Lending & Geared Investments - Kaplan Professional |
| Mary Theresa Benton | 2005 | ASX Accredited Listed Product Adviser - Kaplan Professional ~ Chartered Accountant (CA) - Chartered Accountants Australia and New Zealand (CA ANZ) ~ Ethics and Professionalism in Financial Advice - Kaplan Professional ~ Graduate Diploma of Financial Planning - FINSIA ~ Self Managed Superannuation Funds - Kaplan Professional |
| Matthew Carberry | 1999 | Advanced Diploma of Accounting - TAFE ~ Advanced Diploma of Financial Planning - International Institute of Technology ~ Diploma of Financial Planning - Pinnacle Financial Services Academy ~ Graduate Certificate in Professional Accounting - University of Southern Queensland ~ Margin Lending & Geared Investments - Kaplan Professional |
| Matthew Cascun | 2014 | Bachelor of Business (Financial Planning) - RMIT University ~ Bachelor of Business (Financial Planning) - RMIT University ~ TASA and the TPB Code of Professional Conduct - Kaplan Professional |
| Matthew Coman | 2013 | Bachelor of Commerce - University of Canberra ~ Graduate Diploma of Financial Planning - Kaplan Professional ~ Margin Lending & Geared Investments - Kaplan Professional ~ Master of Applied Finance - Kaplan Professional |
| Matthew Harold Pack | 2002 | ASX Accredited Listed Products Adviser (ALPA) Program - Kaplan Professional ~ Advanced Diploma of Financial Services (Financial Planning) - Tribeca ~ Margin Lending and Geared Investments - Kaplan Professional ~ Master of Applied Finance - Charles Sturt University ~ Self Managed Superannuation Funds - Kaplan Professional |
| Matthew Hayes | 1997 | Bachelor of Business - Central Queensland University ~ Margin Lending & Geared Investments - Kaplan Professional |
| Matthew Hol | 1994 | Bachelor of Business (Accounting) - Deakin University ~ Certified Financial Planner (CFP) - Financial Planning Association of Australia (FPA ~ Ethics and Professionalism in Financial Advice - Kaplan Professional ~ Graduate Diploma in Applied Finance and Investment - Securities Institute ~ Self Managed Superannuation Fund Adviser (Personal Advice) - Mentor Education |
| Matthew Ireland | 2018 | Bachelor of Business - University of Newcastle ~ Bachelor of Commerce - University of Newcastle ~ Client Engagement Skills - Kaplan Professional ~ Economic and Legal Context for Financial Planning - Kaplan Professional ~ Ethics and Professionalism in Financial Advice - Kaplan Professional |
| Matthew Kevin Cronin | 2000 | Aged Care ATA - AMP ~ Certificate of Superannuation Management - The Association of Superannuation Funds Australian (ASFA) ~ Diploma of Financial Planning - Financial Planning Association of Australia (FPA) ~ Margin Lending Advice ATA - AMP ~ SMSF Advice ATA - AMP |
| Matthew Leigh Holmes | 2014 | Diploma of Financial Planning - Kaplan Professional |
| Matthew Philip Mitchell | 2018 | Bachelor of Commerce - University of Tasmania ~ Diploma of Financial Planning - Kaplan Professional |
| Meegan Elizabeth Kundu | 2014 | Ethics and Professionalism in Financial Advice - Kaplan Professional ~ Fellow Chartered Financial Practitioner (FChFP) - Association of Financial Advisers (AFA) ~ Graduate Diploma of Financial Planning - Kaplan Professional ~ Master of Financial Planning - Kaplan Professional ~ Self Managed Superannuation Funds - Super Concepts |
| Megan Louise Paltoglou | 2002 | Accredited Aged Care Professional - Aged Care Steps ~ Bachelor of Commerce - The University of Melbourne ~ Diploma of Financial Planning - Financial Planning Association ~ Margin Lending - Mentor Education ~ Self Managed Superannuation Funds - Mentor Education |
| Melanie Anne Jones | 2007 | Advanced Diploma of Financial Services (Financial Planning) - Kaplan Professional ~ Certificate in Rural Estate Planning - The University of Adelaide ~ Diploma of Financial Services (Financial Planning) - Tribeca ~ Ethics and Professionalism in Financial Advice - Kaplan Professional |
| Melissa Papadimas | 2013 | Bachelor of Business (Financial Planning) - RMIT ~ SMSF Self Managed Super Funds - Integrity Education Group |
| Michael Alexander Gionfriddo | 2016 | Bachelor of Business (Accounting) - Chisholm Institute of Technology ~ Diploma of Financial Planning - International Institute of Technology |
| Michael Andrew Gay | 2012 | Advanced Diploma of Financial Planning (FNS60410) - International Institute of Technology (IIT) ~ Diploma of Financial Planning - International Institute of Technology (IIT) ~ Principles in Self Managed Superannuation - International Institute of Technology (IIT) |
| Michael Banks | 2014 | Accredited Listed Product Adviser Program - Kaplan Professional ~ Advanced Diploma of Financial Planning - Monarch Institute ~ Bachelor of Economics - University of Sydney ~ Diploma of Financial Planning - Monarch Institute ~ Master of Strategic Management - University of Wollongong |
| Michael Leonard Holmes | 2004 | Accredited Aged Care Professional - Aged Care Steps ~ Certified Financial Planner (CFP) - Financial Planning Association of Australia (FPA) ~ Diploma of Financial Planning (DFP1-8) - Financial Planning Association of Australia (FPA) ~ Fellow Chartered Financial Practitioner (FChFP) - Association of Financial Advisers (AFA) ~ Self Managed Superannuation Funds - Kaplan Professional |
| Michael Louros | 2001 | Bachelor of Business - Victoria University ~ Diploma of Financial Planning - International Institute of Technology (IIT) ~ Graduate Diploma of Accounting - Victoria University ~ Margin Lending & Geared Investments - Kaplan Professional |
| Michael Milne | 1998 | Bachelor of Arts (Criminal Justice Administration) - Royal Melbourne Institute of Technology (RMIT) ~ Diploma of Financial Planning - Kaplan Professional ~ Graduate Diploma of Financial Planning - Kaplan Professional ~ Introduction to Self Managed Superannuation Funds - Kaplan Professional ~ RG146 Margin Lending - MLC ThreeSixty |
| Michael Molony | 1999 | Bachelor of Business (Accounting) - Victoria University of Technology (formerly Footscray Institute of Technology) ~ Margin Lending & Geared Investments - Kaplan Professional ~ Tier1: (923) Securities - Kaplan Professional |
| Michael Thomas Joseph Farrugia | 2018 | Bachelor of Applied Finance (Mathematics) Honours Class 2B - RMIT University ~ Ethics and Professionalism in Financial Advice - Kaplan Professional ~ Master of Applied Finance (Financial Planning) - Charles Sturt University |
| Mohammed Abou-eid | 1996 | Diploma - Financial Planning - RMIT ~ Diploma of Financial Planning - Deakin University ~ Diploma of Financial Planning - Kaplan Professional |
| Mushian LU Elsner | 2007 | Bachelor of Economics - Shanghai University of International Business and Economics ~ Diploma of Financial Planning (DFP1-8) - Financial Planning Association of Australia (FPA) ~ Ethics and Professionalism in Financial Advice - Kaplan Professional ~ Margin Lending and Geared Investments - Kaplan Professional |
| Naldo-rei Casanova | 2018 | Advanced Diploma of Financial Planning - Mentor Education ~ Bachelor of Commerce - Deakin University ~ Diploma of Financial Planning - International Institute of Technology |
| Natalie Nielsen | 2011 | Advanced Diploma of Financial Services (Financial Planning) - Kaplan ~ Diploma of Financial Services (Financial Planning) - Kaplan |
| Nathan Frank Treloar | 2012 | Advanced Diploma of Financial Planning - Mentor Education ~ Commercial Law - Kaplan Professional ~ Diploma of Financial Services (Financial Planning) - Kaplan Professional ~ Tax of Financial Advising - Kaplan Professional |
| Nathan Raymond Horne | 2018 | Accredited Listed Product Adviser Program - Kaplan Professional ~ Bachelor of Business Majoring in Financial Management - James Cook University ~ Diploma of Financial Planning - Kaplan Professional ~ Self Managed Superannuation Funds - Kaplan Professional ~ Tier 1 Margin Lending-Personal Advice - Kaplan Professional |
| Nellie Chen Fung | 2008 | Bachelor of Accounting - Chartered Association of Certified Accountants UK ~ Certified Financial Planner (CFP) - Financial Planning Association of Australia (FPA) ~ Diploma of Financial Services (Financial Planning)Diploma of Financial Services (Financial Planning) - Mentor Education ~ Ethics and Professionalism in Financial Advice - Kaplan Professional ~ Margin Lending & Geared Investments - Kaplan Professional |
| Nicholas James Girdler | 2006 | Applied Self-Managed Super Fund Advice - Australian Executor Trustees ~ Bachelor of Economics - The Flinders University of South Australia ~ Certificate IV in Financial Services (Finance / Mortgage Broking) - Kaplan Professional ~ Margin Lending and Geared Investments - Kaplan Professional ~ Master of Financial Planning - Kaplan Australia |
| Nicholas John Woods | 2009 | Advanced Diploma of Financial Services (Financial Planning) - Kaplan Professional ~ Bachelor of Business - University of Newcastle ~ Client Engagement Skills - Kaplan Professional ~ Economic and Legal Context for Financial Planning - Kaplan Professional ~ Ethics & Professionalism in Financial Advice - Kaplan Professional |
| Nicholas Kemsley Gunner | 2004 | Diploma of Financial Services (Financial Planning) - Securities Institute of Australia ~ Margin Lending and Geared Investments - Kaplan Professional ~ Self Managed Superannuation Funds - Kaplan Professional |
| Nicola Claire Chaffe | 2014 | 928 Margin Lending - Knowledge and Skills - Kaplan Professional ~ Accountants SMSF Package - Kaplan Professional ~ Bachelor Commerce (Acc.) - Monash University ~ Certified Practising Accountant (CPA) - CPA Australia ~ Graduate Diploma (Financial Planning) - Kaplan Australia |
| Nigel John Martin | 2004 | Bachelor of Commerce - Flinders University ~ Diploma of Financial Planning - Pinnacle Financial Services Academy ~ Margin Lending & Geared Investments - Kaplan Professional |
| Nunziante Losanno | 2006 | Bachelor of Commerce - Australian National University ~ Certificate of Public Practice - Chartered Accountants Australia New Zealand ~ Chartered Accountant - Chartered Accountants Australia New Zealand ~ Diploma of Financial Services - Kaplan (formerly Tribeca) ~ Margin Lending & Geared Investments - Kaplan Professional |
| Patrice Jean-francois Jacquin | 2005 | Advanced Diploma of Financial Services (Financial Planning) - Kaplan Professional ~ Certified Financial Planner (CFP) - Financial Planning Association of Australia (FPA) ~ Diploma of Financial Services (Financial Planning) - Kaplan Professional ~ Ethics & Professionalism in Financial Advice - Kaplan Professional ~ Master of Applied Finance - Kaplan Professional |
| Patrick Chipp | 2021 | Bachelor of Business - Monash University ~ Graduate Diploma of Financial Planning - Kaplan |
| Patrick Ponce | 2009 | Bachelor of Accounting - University of South Australia ~ Diploma of Finance and Mortgage Broking Management - Kaplan Professional ~ Diploma of Financial Services (Financial Planning) - Tribeca ~ Introduction to Self Managed Superannuation Funds - Kaplan Professional |
| Paul Jackson | 2010 | Bachelor of Business - Griffith University ~ Diploma of Financial Services (Financial Planning) - Kaplan Professional ~ Margin Lending & Geared Investments - Kaplan Professional |
| Paul Joseph Case | 2002 | Bachelor of Economics - Adelaide University ~ Chartered Accountant - Chartered Accountants Australia New Zealand ~ Margin Lending & Geared Investments - Kaplan Professional |
| Paul Polydefkis Tsikopoulos | 2004 | Bachelor of Business - Victoria University ~ Diploma of Financial Planning (DFP1-8) - Financial Planning Association of Australia (FPA) ~ Diploma of Financial Planning - Integrity Education Group ~ Ethics for Financial Services (Intensive) - Deakin University |
| Paul Richard Mulock | 1994 | ASX Accredited Listed Products Adviser (ALPA) Program - Kaplan Professional ~ Bachelor of Commerce - University of New South Wales ~ Bachelor of Laws - University of New South Wales ~ DPML Margin Lending - Pinnacle Financial Services Academy ~ Diploma of Financial Planning (DFP 1-8) - Financial Planning Association of Australia (FPA) |
| Paul Willoughby | 1990 | Count Introductory Training Course - Count Financial ~ Margin Lending & Geared Investments - Kaplan Professional |
| Peter Edward Blackett | 1997 | Certified Financial Planner (CFP) - Financial Planning Association of Australia (FPA) ~ Diploma of Financial Planning (DFP 1-8) - Financial Planning Association of Australia (FPA) |
| Peter Karlson | 1998 | Bachelor of Business - Swinburne University of Technology ~ Diploma of Financial Planning - Financial Planning Association (FPA) ~ Margin Lending & Geared Investments - Kaplan Professional |
| Peter Keith Dickinson | 2016 | Bachelor of Applied Finance (Financial Planning) - TAFE NSW ~ Certified Financial Planner - Financial Planning Association ~ Diploma of Financial Planning - TAFE NSW |
| Philip Toby Smith | 2004 | Bachelor of Commerce - University of Newcastle ~ Diploma of Financial Planning (DFP1-8) - Financial Planning Association of Australia (FPA) ~ Graduate Diploma of Financial Planning - Kaplan Professional ~ Margin Lending and Geared Investments - Kaplan Professional ~ Self Managed Superannuation Funds - Kaplan Professional |
| Prashneel Karan | 2014 | Bachelor of Commerce (Accounting) - Monash University ~ Certified Financial Planner (CFP) - Financial Planning Association of Australia (FPA) ~ Diploma of Financial Services (Financial Planning) - Kaplan Professional ~ RG146 Tier 1 Specialist Margin Lending Course - International Institute of Technology (IIT) |
| Rachel Crick | 2018 | DFP: Securities and Managed Investments - Kaplan Professional ~ Diploma of Financial Planning - Kaplan Professional |
| Rachel Elizabeth Buhagiar | 2001 | Certified Financial Planner (CFP) - Financial Planning Association of Australia (FPA) ~ Diploma of Financial Planning (1-8) - Financial Planning Association of Australia (FPA) ~ Life Risk Specialist Accreditation - Financial Planning Association of Australia (FPA) ~ Margin Lending - MLC ~ Super Concepts & ICFS Specialist SMSF Course - The University of Adelaide |
| Rami Elkassem | 2006 | Certificate IV in Financial Services (Finance / Mortgage Broking) - Traineeship Management Australia (TMA) ~ Diploma of Financial Services (Financial Planning) - Financial Services Training & Assessment (FSTA) ~ Diploma of Financial Services - Institute of Financial Services (IFS) ~ Ethics and Professionalism in Financial Advice - Kaplan Professional ~ Master of Financial Planning - University of the Sunshine Coast |
| Raymond Miller | 2001 | Bachelor of Commerce (Accounting) - University of Wollongong ~ Count - Introductory Training Course ~ Graduate Diploma of Applied Finance - Kaplan Professional ~ Margin Lending & Geared Investments - Kaplan Professional |
| Riste Jurukovski | 1999 | Bachelor of Business (Economics & Finance) - University of Western Sydney ~ Economic and Legal Context for Financial Planning - Kaplan Professional ~ Ethics and Professionalism in Financial Advice - Kaplan Professional |
| Robert Edward Dugdale | 2003 | Bachelor of Business - Griffith University ~ Certified Financial Planner - FPA ~ Certified Practicing Accountant - CPA ~ Margin Lending and Geared Investments - Kaplan Professional ~ Self Managed Superannuation Funds - Kaplan Professional |
| Robert John Bowen Gibson | 2017 | Accredited Listed Product Adviser Program - Kaplan Professional ~ Advanced Diploma of Financial Planning - Kaplan Professional ~ Bachelor of Computing (Multimedia Technology) - Deakin University ~ Diploma of Financial Planning - Kaplan Professional ~ Ethics and Professionalism in Financial Advice - Kaplan Professional |
| Robert Wolski | 2009 | Bachelor of Arts (Psychology) - Macquarie University ~ Certified Financial Planner (CFP) - Financial Planning Association of Australia (FPA) ~ DFS Module 4 Wealth Creation & Retirement Planning - ThreeSixty ~ Graduate Diploma Applied Finance (Financial Planning) - Kaplan Australia ~ The Securities & Derivatives Industry Association (SDIA) Accreditation Program - Deakin University |
| Rocco John Liuzzi | 2023 | Bachelor of Business (Accounting & Finance) - La Trobe University ~ Graduate Diploma of Financial Planning - Kaplan Professional ~ SMSF Regulations & Taxation - Kaplan Professional |
| Rodney Geilman | 1996 | Advanced Strategies for Self Managed Superannuation - ThreeSixty ~ Bachelor of Business - Monash University ~ Diploma of Financial Planning - Kaplan Professional |
| Rodney Mcleod | 1995 | Bachelor of Business - La Trobe University ~ Margin Lending & Geared Investments - Kaplan Professional |
| Rodney W Johnstone | 1999 | ASX Accredited Listed Products Adviser Program - Kaplan ~ Certified Financial Planner - FPA ~ Graduate Diploma in Applied Finance and Investment - Securities Institue Eduction ~ Margin Lending and Geared Investments - Kaplan Education Pty Ltd (formerly Tribeca Learning (Australia) Pty Ltd) ~ Self Managed Superannuation Funds Adviser Course - Tribeca/The Strategist Group |
| Ronald George Palmer | 2016 | Bachelor of Commerce (Accounting, Finance and Systems) - University of New South Wales ~ Diploma of Financial Planning - Kaplan Professional ~ Securities and Managed Investments - Kaplan Professional |
| Ross Moll | 2002 | Bachelor of Commerce - La Trobe University ~ Diploma of Financial Planning (DFP1-8) - Financial Planning Association of Australia (FPA) ~ Ethics and Professionalism in Financial Advice - Kaplan Professional ~ Margin Lending and Geared Investments - Kaplan Professional |
| Ryan Jones | 2016 | Bachelor of Business - Victoria University ~ Certified Practising Accountant - CPA Australia ~ Client Engagement Skills - Kaplan Professional ~ Ethics and Professionalism in Financial Advice - Kaplan Professional ~ Securities and Managed Investments - Kaplan Professional |
| Sacha Burchgart | 2011 | Advanced Diploma of Financial Planning - Mentor Education ~ Aged Care Advice - University of New England ~ Diploma of Financial Services (Financial Planning) - Kaplan Professional ~ Graduate Diploma of Financial Planning - University of New England ~ Self Managed Superannuation Funds - Mentor Education |
| Sally Luxford | 2002 | Advanced Diploma of Financial Planning - Kaplan Professional ~ Client Engagement Skills - Kaplan Professional ~ Diploma of Financial Services (Financial Planning) - Tribeca ~ Economic and Legal Context for Financial Planning - Kaplan Professional ~ Ethics and Professionalism in Financial Advice - Kaplan Professional |
| Sally-anne Bell | 2002 | ASX Broker Exam - ASX / Securities Institute ~ Advanced Diploma of Financial Services (Financial Planning) - Kaplan Professional ~ Diploma of Financial Services (Financial Planning) - Tribeca ~ Margin Lending and Geared Investments - Kaplan Professional ~ Self Managed Superannuation Funds - Tribeca |
| Salvatore Russo | 2008 | Bachelor of Commerce - University of Queensland ~ Certificate IV Financial Planning - Tribeca (Kaplan Professional) ~ Chartered Accountant - Chartered Accountants Australia New Zealand ~ Diploma core PS146 Skills Competency - Tribeca (Kaplan Professional) ~ Margin Lending & Geared Investments - Kaplan Professional |
| Samuel Kenneth Grimes | 2011 | Bachelor of Commerce - La Trobe University ~ Diploma in Financial Services (Financial Planning) - Kaplan Professional ~ Margin Lending & Geared Investments - Kaplan Professional |
| Samuel Wilson | 2010 | Accredited Listed Product Adviser Program - Kaplan Professional ~ Bachelor of Business - University of Sunshine Coast ~ Diploma of Financial Services (Financial Planning) - Kaplan Professional ~ Margin Lending and Geared Investments - Kaplan Professional |
| Sandeep Dang | 2003 | Bachelor of Commerce - La Trobe University ~ Certified Financial Planner (CFP) - Financial Planning Association of Australia (FPA) ~ Diploma of Financial Planning (DFP1-8) - Financial Planning Association of Australia (FPA) ~ Self Managed Superannuation Funds - Kaplan Professional |
| Sandra Shanyu Lau | 2002 | Bachelor of Business - Royal Melbourne Institute of Technology (RMIT) ~ Certified Financial Planner (CFP) - Financial Planning Association of Australia (FPA) ~ Chartered Accountant (CA) - Chartered Accountants Australia & New Zealand (CA ANZ) ~ Margin Lending and Geared Investments - Kaplan Professional ~ Self Managed Superannuation Funds - Financial Essentials |
| Sarah Cox | 2004 | Advanced Diploma of Financial Planning - Pinnacle Financial Services Academy ~ Diploma of Financial Services (Financial Planning) - Pinnacle Financial Services Academy |
| Sarah Kate Illarietti | 2017 | Qualification Bachelor of Commerce (Accounting and Financial Planning) - Curtin University of Technology |
| Savvas Papadopoulos | 2005 | Bachelor of Commerce - Deakin University ~ Certificate IV in Finance and Mortgage Broking - AAMC Training Group ~ Diploma of Financial Services (Financial Planning) - Kaplan (formerly Securities Institute Australia) ~ Margin Lending & Geared Investments - Kaplan Professional |
| Scott Andrew Wilding | 1996 | Accredited Aged Care Professional Program - Aged Care Steps ~ Diploma of Financial Planning (1-8) - Financial Planning Association of Australia (FPA) |
| Scott Mcdonald | 2008 | Advanced Diploma of Financial Services (Financial Planning) - Tribeca (Kaplan Professional) ~ Bachelor of Economics - Monash University ~ Chartered Accountant - Chartered Accountants Australia New Zealand ~ Diploma of Financial Services (Financial Planning) - Tribeca (Kaplan Professional) ~ Margin Lending & Geared Investments - Kaplan Professional |
| Sebastian Joseph Wolf | 2018 | Bachelor of Business Administration - Macquarie University ~ Diploma of Financial Planning - Kaplan Professional ~ Economic and Legal Context for Financial Planning - Kaplan Professional ~ Ethics and Professionalism in Financial Advice - Kaplan Professional ~ Tax for Financial Advising - Kaplan Professional |
| Senney Wang | 2018 | Accredited Aged Care Professional - Aged Care Steps ~ Advanced Diploma of Financial Planning - Kaplan Professional ~ Bachelor of Commerce - University of Melbourne ~ Ethics and Professionalism in Financial Advice - Kaplan Professional ~ Master of Finance - University of Melbourne |
| Shahin Farrokh Tehrani | 2022 | Bachelor of Commerce (Accounting) - Griffith University ~ Diploma of Commerce - Queensland Institute of Business and Technology ~ Diploma of Financial Planning - Monarch Institute ~ Graduate Diploma of Financial Planning - Kaplan Professional ~ Introduction to Self Managed Superannuation Funds - Kaplan Professional |
| Shane Marc O'brien | 2023 | Bachelor of Commerce - The University of Newcastle ~ Graduate Diploma of Financial Planning - Kaplan Professional |
| Shannon Smit | 2016 | Bachelor of Business (Accounting) - Monash University ~ Chartered Accountant - Chartered Accountants Australia and New Zealand (CAANZ) ~ Economic and Legal Context for Financial Planning - Kaplan Professional ~ Ethics and Professionalism in Financial Advice - Kaplan Professional ~ Master of International Taxation - University of Sydney |
| Shantel Evans | 2018 | Accredited Aged Care Professional - Aged Care Steps ~ Advanced Diploma of Financial Services (Financial Planning) - Kaplan Professional ~ Diploma of Financial Services (Financial Planning) - Kaplan Professional ~ Ethics and Professionalism in Financial Advice - Kaplan Professional ~ Master of Financial Planning - Kaplan Professional |
| Shawn Damian French | 2007 | Advanced Certificate in Banking & Finance - RMIT University ~ Advanced Diploma of Financial Services (Financial Planning) - Tribeca ~ Diploma of Financial Planning FNS50804 - Tribeca ~ Fellow Chartered Financial Practitioner (FChFP) - Association of Financial Advisers (AFA) ~ Graduate Diploma of Financial Planning - Kaplan Professional |
| Simon Daniel Haden | 2007 | Bachelor of Arts - Deakin University ~ Bachelor of Teaching (Primary) - Deakin University ~ Graduate Diploma of Financial Planning - Kaplan Professional ~ Margin Lending and Geared Investments - Kaplan Professional ~ RG146 - Securities - Kaplan (formerly FINSIA) |
| Simon Gerard Little | 2005 | Advanced Diploma of Financial Planning - Kaplan Professional ~ Diploma of Financial Services (Financial Planning) - Kaplan Professional ~ Margin Lending and Geared Investments - Kaplan Professional ~ Self Managed Superannuation Funds - Kaplan Professional |
| Simon Leske | 2001 | Certified Financial Planner (CFP) - Financial Planning Association of Australia (FPA) ~ Diploma of Financial Planning (DFP 1-8) - Financial Planning Association of Australia (FPA) ~ Margin Lending - Kaplan Professional |
| Simone Murad | 2017 | Bachelor of Business (Accounting) - Swinburne University of Technology ~ Chartered Accountant (CA) - Chartered Accountants Australia and New Zealand (CA ANZ) ~ Diploma of Financial Services (Financial Planning) - FINSIA Education (Kaplan Professional) ~ Ethics and Professionalism in Financial Advice - Kaplan Professional ~ Graduate Certificate in Applied Finance - Kaplan Professional |
| Siu Man Lily MO | 2002 | Certified Financial Planner (CFP) - Financial Planning Association of Australia (FPA) ~ Diploma of Financial Planning (DFP1-8) - Financial Planning Association of Australia (FPA) ~ Ethics and Professionalism in Financial Advice - Kaplan Professional ~ Graduate Diploma in Accounting - Macquarie University ~ Master of Commerce - University of Western Sydney |
| Sonia Dallimore | 1999 | Aged Care Specialist - Financial Wisdom ~ Bachelor of Business (International Trade) - Monash University ~ Diploma of Financial Planning (DFP1-8) - Financial Planning Association of Australia (FPA) ~ Ethics and Professionalism in Financial Advice - Kaplan Professional |
| Sonia Emma Turkovic | 1992 | Accredited Aged Care Professional - Aged Care Steps (ACS) Pty Ltd ~ Certificate in Applied Self-Managed Super Fund Advice - Tower Trust ~ Certified Financial Planning (CFP) - Financial Planning Association of Australia (FPA) ~ DPML Margin Lending - Pinnacle Financial Services Academy ~ Graduate Diploma of Financial Planning - Kaplan Professional |
| Stephen Crowe | 2000 | Accredited Listed Product Adviser Program - Kaplan Professional ~ Certified Financial Planner (CFP) - Financial Planning Association of Australia (FPA ~ Certified Financial Planner (CFP) - Financial Planning Association of Australia (FPA ~ Certified Financial Planner (CFP®) - Financial Planning Association of Australia (FPA) ~ Diploma of Financial Planning (DFP1-8) - Financial Planning Association of Australia (FPA) ~ Diploma of Financial Planning (DFP1-8) - Financial Planning Association of Australia (FPA) ~ Ethics and Professionalism in Financial Advice - Kaplan Professional ~ Ethics and Professionalism in Financial Advice - Kaplan Professional ~ Margin Lending and Geared Investments - Kaplan Professional ~ Margin Lending and Geared Investments - Kaplan Professional ~ Self Managed Superannuation Funds - Tribeca |
| Stephen Ronald Hubner | 2000 | Advanced Diploma of Financial Planning - International Institute of Technology ~ Diploma Financial Services (Financial Planning) FNS50804 - Investment Banking Institute |
| Steven Brian Duldig | 2009 | Bachelor of Commerce (Accounting & Financial Planning) - Deakin University ~ Margin Lending & Geared Investments - Kaplan Professional |
| Steven James Cork | 2010 | Accredited Listed Product Adviser Program - Kaplan Professional ~ Certified Financial Planner (CFP) - Financial Planning Association of Australia (FPA) ~ Ethics and Professionalism in Financial Advice - Kaplan Professional ~ Margin Lending and Geared Investments - Kaplan Professional ~ Master of Commerce - Deakin University |
| Stuart White | 2005 | ASX Listed Products Accreditation Course (LPAC) - LPAC Online ~ Certified Financial Planner (CFP) - Financial Planning Association of Australia (FPA) ~ Diploma of Financial Planning (DFP 1-8) - Financial Planning Association of Australia (FPA) ~ Graduate Diploma of Financial Planning - Kaplan Professional ~ Margin Lending and Geared Investments - Kaplan Professional |
| Susan DI Pietro | 1996 | ASX Responsible Executive Exam - Tribeca ~ Certified Financial Planner (CFP) - Financial Planning Association of Australia (FPA) ~ DPML Margin Lending - Pinnacle Financial Services Academy ~ Diploma Financial Planning (DFP1-8) - Financial Planning Association of Australia (FPA) |
| Suzanne Grayling | 2006 | Diploma of Financial Planning - Financial Planning Assocation of Australia ~ Margin Lending & Geared Investments - Kaplan Professional |
| Tahli Rose Jade Cavagnino | 0 | Bachelor of Business - Monash University ~ Graduate Diploma of Financial Planning - Deakin University |
| Tania Anne Tonkin | 2009 | Accredited Listed Product Adviser Program - Kaplan Professional ~ Bachelor of Accountancy - University of South Australia ~ Chartered Accountant (CA) - Chartered Accountants Australia and New Zealand (CA ANZ) ~ Margin Lending and Geared Investments - Kaplan Professional ~ Self Managed Superannuation Funds - Kaplan Professional |
| Thirza Stacey | 1984 | Advanced Diploma of Financial Services (Financial Planning) - Kaplan Professional ~ Diploma of Financial Services (Financial Planning) - Kaplan Professional ~ Ethics and Professionalism in Financial Advice - Kaplan Professional ~ Self Managed Superannuation Funds - Kaplan Professional ~ Tier 1 Margin Lending Personal Advice - Kaplan Professional |
| Thomas Ian Whitley | 2015 | Advanced Diploma of Financial Services (Financial Planning) - Kaplan Professional ~ Bachelor of Commerce - University of Tasmania ~ Certified Financial Planner (CFP) - Financial Planning Association of Australia (FPA) ~ Diploma of Financial Services (Financial Planning) - Kaplan Professional ~ Tier 1 Margin Lending Personal Advice - Kaplan Professional |
| Thomas Raymond Weir | 2004 | Completed DFP 1 equivalent subject Institute of Chartered Accountants - Securities Institute ~ Completed Subjects 2-6 of a Diploma of Financial Planning - FPA-Deakin ~ Margin Lending and Geared Investments - Kaplan Professional ~ Master of Taxation - University of Melbourne ~ Self Managed Superannuation Funds Specialist Advisor - SMSF Professionals Association of Australia |
| Tiarne Monique Winton | 2024 | Bachelor of Business - Southern Cross University |
| Tim Blottin | 2012 | Commercial Law - Kaplan Professional ~ Diploma of Financial Planning - Monarch Institute ~ Superannuation and Retirement Advice - Kaplan Professional ~ Tax for Financial Advising - Kaplan Professional |
| Timothy DE Luca | 2005 | Bachelor of Business (Applied Economics) - Victoria University ~ Certified Financial Planner (CFP) - Financial Planning Association of Australia (FPA) ~ Graduate Diploma of Financial Planning - Securities Institute of Australia ~ Introduction to Self Managed Superannuation Funds - Kaplan Professional ~ Margin Lending - MLC |
| Timothy Henry | 2009 | Bachelor of Business (Banking and Finance) - Monash University ~ Ethics and Professionalism in Financial Advice - Kaplan Professional ~ Graduate Certificate in Financial Planning - FINSIA ~ Graduate Diploma of Applied Finance - Kaplan Professional ~ Self Managed Superannuation Funds - Kaplan Professional |
| Timothy Michael Flynn | 2017 | Accredited Listed Product Adviser Program - Kaplan Professional ~ Bachelor of Commerce (Accounting) - University of Southern Queensland ~ CPA Program - CPA Australia ~ Client Engagement Skills - Kaplan Professional ~ Diploma of Financial Planning - International Institute of Technology |
| Timothy Raymond Bilston Boxsell | 2023 | Bachelor of Finance (Fin. Planning) - University of Canberra ~ Certified Financial Planner (CFP) - Financial Planning Association of Australia (FPA) ~ Ethics and Professionalism in Financial Advice - Kaplan Professional ~ SMSF Specialist Advisor (SSA) - SMSF Association ~ Taxation Law (Principles) - Charles Sturt University |
| Timothy Robert Mason | 2018 | Bachelor of Economics - Flinders University ~ Ethic and Professionalism in Finance Advice - Kaplan Professional ~ Master of Business Administration - Deakin University ~ Master of Financial Planning - Deakin University ~ SuperConcepts & ICFS Specialist SMSF Online Course - University of Adelaide |
| Todd O'sullivan | 2016 | Bachelor of Commerce - The University of Southern Queensland ~ Diploma of Financial Planning - International Institute of Technology ~ Ethics and Professionalism in Financial Advice - Kaplan Professional |
| Tony Snoyman | 2018 | Bachelor of Science with Honours - University of Witwatersrand ~ Diploma of Financial Services - Financial Education Professionals ~ General Insurance - Financial Education Professionals ~ Graduate Diploma of Financial Planning - Kaplan Professional ~ Self-Managed Superannuation Funds - Financial Education Professionals |
| Tracee Huey Xin Pang | 2018 | Accredited Aged Care Professional - Aged Care Steps ~ Bachelor of Business (Economics & Finance) (Applied) - RMIT University ~ Graduate Diploma of Financial Planning - Kaplan Professional ~ Introduction to Self Managed Superannuation Funds - Kaplan Professional ~ Master of Professional Accounting - Swinburne University of Technology |
| Tracey Kloner | 2011 | Advice in Derivatives and Securities Skill Set - AAMC Training Group ~ Diploma in Financial Services (Financial Planning) - AAMC Training Group ~ Honours Bachelor of Commerce - University of South Africa ~ Master of Business Administration - Heriot-Watt University ~ Postgraduate Diploma in Financial Planning - University of the Free State |
| Trent Martin Logue | 2014 | Bachelor of Business (International Business Management) - Charles Sturt University ~ Diploma of Financial Services (Financial Planning) - Kaplan Professional ~ Ethics and Professionalism in Financial Advice - Kaplan Professional |
| Trent Mills | 2017 | Bachelor of Accountancy - University of South Australia ~ CPA Program - CPA Australia ~ Diploma of Financial Planning - Integrity Education Group ~ Diploma of Financial Services - Integrity Education Group |
| Troy Heath Carlon | 2001 | Advanced Diploma of Financial Services (Financial Planning) - AMP Learning & Development Services ~ Bachelor of Commerce - University of Western Australia ~ Diploma of Financial Services (Financial Planning) - AMP Learning & Development Services ~ Margin Lending and Geared Investments - Kaplan Professional ~ SMSF Borrowings Specialist Adviser Education Program - Financial Review Professional Education |
| Tyson Adam Roberts | 2018 | Accredited Listed Product Adviser Program - Kaplan Professional ~ Bachelor of Commerce (Accounting) - University of Ballarat ~ Diploma of Financial Services (Financial Planning) - Kaplan Professional ~ Master of Commerce (Finance) - University of Sydney ~ Self Managed Superannuation Funds - AAMC Training Group |
| Tyson Scott Ayris | 2018 | Advanced Diploma of Financial Planning - Kaplan Professional ~ Diploma of Financial Services (Financial Planning) - Kaplan Professional ~ Graduate Diploma of Financial Planning - Kaplan Professional ~ Introduction to Self Managed Superannuation Funds - Kaplan Professional ~ Master of Financial Planning - Kaplan Professional |
| Vaughan Smith | 2023 | Bachelor of Commerce - Monash University ~ Graduate Diploma of Financial Planning - Kaplan Professional |
| Vinh Tran | 1999 | Bachelor of Business - University of Technology Sydney (UTS) ~ Certificate IV Finance and Mortgage Broking - Kaplan Professional ~ Diploma core RG146 Skills: pre 2003 - Professional Development Operations Team ~ Margin Lending & Geared Investments - Kaplan Professional |
| Walid David | 2003 | Advanced Diploma of Financial Services (Financial Planning) - Kaplan Professional ~ Bachelor of Business (Banking & Finance) and Bachelor of Computing - Monash University ~ Certified Financial Planner (CFP) - Financial Planning Association of Australia (FPA) ~ Ethics and Professionalism in Financial Advice - Kaplan Professional ~ Self Managed Superannuation Funds - Kaplan Professional |
| Wayne Clark | 2000 | Associate Diploma of Business (Accounting) - TAFE NSW ~ Bachelor of Financial Administration - University of New England ~ Diploma of Finance and Mortgage Broking Management - Institute of Strategic Management ~ Graduate Diploma of Financial Planning - Kaplan Professional ~ Margin Lending & Geared Investments - Kaplan Professional |
| Wayne Fowler | 2003 | Bachelor of Commerce - University of Newcastle ~ Margin Lending & Geared Investments - Kaplan Professional |
| Wayne Leslie Higgins | 2012 | Bachelor of Business (Financial Planning) - RMIT University ~ Certified Financial Planner (CFP) - Financial Planning Association of Australia (FPA) ~ Ethics and Professionalism in Financial Advice - Kaplan Professional ~ Licensee Accreditation - Self Managed Super Funds - MLC ~ TASA and the TPB Code of Professional Conduct - Kaplan Professional |
| Wei Hua Hollink | 2003 | Advanced Diploma of Accounting - TAFE NSW ~ Advanced Diploma of Financial Services (Financial Planning) - Kaplan Professional ~ Certificate IV in Accounting - TAFE NSW ~ Diploma of Financial Services (Financial Planning) - Kaplan Professional ~ Ethics and Professionalism in Financial Advice - Kaplan Professional |
| Wendy Susan Barnham | 2006 | Advanced Diploma of Financial Services(Financial Planning) - Kaplan Professional ~ Advanced Diploma of Financial Services (Financial Planning) - Kaplan Professional ~ Diploma of Financial Services (Financial Planning) - Financial Planning Association of Australia (FPA) ~ Diploma of Financial Services (Financial Planning) - FPA ~ Self Managed Superannuation Funds - Kaplan Professional |
| William Fenwicke | 2000 | Bachelor of Economics - University of New England ~ Certificate IV Financial Services (Finance/Mortgage Broking) - Intellitrain Pty Ltd ~ Diploma of Finance and Mortgage Broking Management - Kaplan Professional ~ Graduate Certificate in Financial Planning - Kaplan (formerly FINSIA) ~ Margin Lending & Geared Investments - Kaplan Professional |
| Wissam Abou-eid | 1993 | Diploma of Financial Planning (DFP1-8) - Financial Planning Association of Australia (FPA) ~ Diploma of Financial Planning - Kaplan Professional ~ Graduate Diploma of Financial Planning - Kaplan ~ Introduction to Self Managed Superannuation Funds - Kaplan Professional |
| Yoppie Sutanto Daniel | 2008 | Advanced Diploma of Financial Services (Financial Planning) - Kaplan Professional ~ Diploma of Financial Services (Financial Planning) - Kaplan Professional ~ Ethics and Professionalism in Financial Advice - Kaplan Professional ~ Introduction to Self Managed Superannuation Funds - Kaplan Professional ~ Master of Commerce - University of New South Wales |
| Yuen Loy Ngeow | 2003 | Certified Financial Planner (CFP) - Financial Planning Association of Australia (FPA) ~ Ethics and Professionalism in Financial Advice - Kaplan Professional ~ Graduate Diploma of Financial Planning - FINSIA ~ SMSF Specialist Advisor (SSA) - SMSF Association ~ TASA and the TPB Code of Professional Conduct - Kaplan Professional |